Complimentary Event in Kinnelon, NJ
Maximizing Your Retirement Income & Social Security Benefits
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Kinnelon Public Library
132 Kinnelon Road, Kinnelon, NJ 07405
– Thursday, August 3 at 6:30 p.m.
– Wednesday, August 9 at 6:30 p.m.
Seating is limited.
There is no charge to attend!
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Kinnelon Public Library while we discuss the following important topics for those in or nearing retirement:
- Understanding the options and impacts when it comes to choosing your Social Security benefits.
- How to maximize your Social Security benefits to meet your unique needs.
- Both sides of retirement healthcare planning, including today’s costs and options.
- Strategies to help simplify Medicare complexity and show the differences between plans.
- How to create predictable and efficient income streams you can’t outlive.
- Different types of accounts and the IRS impacts.
- New tax laws and what they mean to you.
- The impact of the SECURE ACT 2.0 and other legislative changes.
- Key tax considerations to keep in mind to help create a tax-efficient retirement.
- And MUCH more!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
This seminar combines two empowering elements:
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan.
Meet Your Host
We own and operate a Family Agency that helps pre‐retirees & retirees in the Distribution & Retirement phase of their life. The reality is, we work with a select group of folks to help manage & minimize the impacts of the realities of life that happen in retirement. From creating a work optional lifestyle or setting a course of traveling the world to the burdens of a long‐term care need or financial crisis.
Our clients inspire to ensure their loved ones and the fruits of their labors are protected and leveraged to get the most out of them.
So, we have developed and refined a process that adapts to the uniqueness of each client & provides a seamless back-office for guidance as they move through retirement. Through our approach, we are helping our clients achieve confidence in retirement.
As a member of the insurance and financial services industry since 1989, we bring industry experience, knowledge, and resources to serve our client’s needs. In 2008 we established a boutique agency in which the primary focus was those planning for and entering retirement. These two groups share the need to understand the many complexities of today’s retirement options. From asset preservation to predictable income.
The seemingly confusing aspects of Medicare, Social Security, and Distribution planning in retirement are some of the greatest concerns we hear. So, we established an outlet by which we can help guide folks on these matters creating a well-rounded retirement income strategy they can enjoy.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.