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 Social Security Workshop, Irmo Branch Library:

February 27th: 6pm-7:15pm

There Is No Charge For This Class And Attendees Will Receive Free Resources To Keep As A Reference. This Educational Workshop Will Provide Valuable Information To Help You Understand How Social Security Works. After The Class, You'll Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits. Knowledge Is Power.

Click Here to Register or call 803-939-4848.

Topics we will discuss:

· How did new Social Security laws affect your retirement strategy?

· Is "File and Suspend" really gone?

· 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 to maximize your Social Security benefits.

· How you can reduce taxes on Social Security.

PLUS: The new SECURE Act (Setting Every Community Up for Retirement) starting 1-1-2020 which contains some of the most sweeping changes in Retirement Planning in more than a decade. Learn why it was enacted and how it may be able to help you prepare more for your Golden Years.

AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL

· 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 use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.

· Learn strategies that teach you how to structure RMD’s Tax Efficiently.

 

Lexington library Main-Branch-1

 Social Security Workshop, Lexington Branch Library:

March 3rd: 6pm-7:15pm

There Is No Charge For This Class And Attendees Will Receive Free Resources To Keep As A Reference. This Educational Workshop Will Provide Valuable Information To Help You Understand How Social Security Works. After The Class, You'll Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits. Knowledge Is Power.

Click Here to Register. or call 803-939-4848.

Topics we will discuss:

· How did new Social Security laws affect your retirement strategy?

· Is "File and Suspend" really gone?

· 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 to maximize your Social Security benefits.

· How you can reduce taxes on Social Security.

PLUS: The new SECURE Act (Setting Every Community Up for Retirement) starting 1-1-2020 which contains some of the most sweeping changes in Retirement Planning in more than a decade. Learn why it was enacted and how it may be able to help you prepare more for your Golden Years.

AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL

· 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 use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.

· Learn strategies that teach you how to structure RMD’s Tax Efficiently.

 

BFG March first friday

First Friday Event: March 6th - 11am-2pm

Beckett Financial Office
825 Meeting Street West Columbia

"For each petal on the shamrock, this brings a wish your way: Good health, good luck, and happiness for today and every day."

We are certainly LUCKY to have a such a wonderful group of friends as our clients. Come see us March 6th; You will be able to catch up with your adviser about any servicing requests you have or you can simply pop by with a friend and enjoy the food and drink available.

We hope to see you there.