Strategies to Maximize Your Social Security Workshop in Middletown, NJ

TOPICS WE WILL DISCUSS:

• How new Social Security Laws may affect your retirement strategy?

• Why waiting to take Social Security may or may not be your best move.

• What happens if your spouse is still working?

• What if you still are or want to work part-time?

• What if you are divorced or widowed?

• How you can maximize your Social Security benefits.

• How you can reduce taxes on Social Security

IMPORTANT BONUS TOPICS:

How to potentially 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 potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

How using the Roth Conversion option may create increasing TAX-FREE lifetime income benefits for you and your spouse.

Learn strategies that may teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. 

IAMS Wealth: Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and Vista Financial are independent of each other. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. The firm is not engaged in the practice of law or accounting. Please consult a CPA or legal professional with questions.

All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. None of the information contained in this material shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 

Any references to protection benefits or steady and reliable income streams in this document refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products, such as annuities, may be subject to fees, surrender charges and holding periods which vary by insurance company. This workshop and the licensed insurance agent are not affiliated nor endorsed by the Social Security Administration (“SSA”) or any other government agency. Only the SSA can determine and pay social security benefits. Photos are used for the singular purpose of enhancing the workshop. None of them are photographs of current or former clients.