Social Security Claiming and Asset Preservation Workshop

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

Come and learn more at this complimentary group presentation, hosted by local retirement specialist Fred Saide. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

  • Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it.
  • How to reduce taxation on your Social Security after you start receiving your benefits.
  • How you can potentially fill the gap between Social Security and your desired Retirement Income.
  • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
  • Potentially pay far less on your retirement income.
  • How married couples can avoid missing out on substantial benefits.
  • How to plan Social Security with all other sources of retirement income.
  • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

Tuesday, April 16, 2024
6:00 pm
Grand Central New Jersey Events
326 US-22
Green Brook Township, NJ 08812

Click here to reserve your seat