Retirement 101: Putting Together An Ideal Retirement Plan
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Retiring soon?
Recent changes to the tax code and Social Security rules may affect your retirement income more than you think. This educational workshop - hosted by local retirement professional Sam Duffield (Owner of Retirement Professionals LLC) - is designed to help you better understand the rules, avoid costly missteps, and build confidence in your income plan.
We will cover topics like:
1) How to build tax flexibility into your retirement income plan.
2) Retirement income strategies that work with your Social Security, not against it.
3) How IRMAA surcharges can quietly eat into your income and what to do.
4) Planning considerations for married couples - avoid missing out on key benefits. Plus much more.
There’s no cost to attend, and nothing will be sold. |
Contact:
Sam Duffield,
samduffield22@gmail.com