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Is Your Retirement Ready For 2021 And Beyond


Location:

4350 Barnes Road
Santa Rosa, CA 95403 United States

Directions

Date:

September 22

Time:

6:00 pm - 8:00 pm

IS YOUR RETIREMENT READY FOR 2021 AND BEYOND?

• The Social Security Do-Over – A little known strategy for reapplying for your Social Security benefits to ensure you get the max benefits allowed.
• Social Security Spousal Benefits – How to navigate the many claim strategies that will work best for you and your spouse.
• Social Security Taxation – Strategies to minimize the amount you are taxed on your Social Security benefits.
• New 2020 Secure Act – How will your family be affected?
• Required Minimum Distribution Changes – How will this impact your future distributions?
• New Rules for Inherited IRA’s – How will this affect your beneficiaries?
• Protect Your Assets – Discover ways to protect your assets from being depleted by long term care and health costs.
• Retirement Income – Will you have enough? Learn strategies to help generate guaranteed income for life.

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