COMPLIMENTARY WORKSHOP

SOCIAL SECURITY

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You will learn:

  • About social security.
  • What age should you take it at?
  • Are you retiring soon? Do you have a plan?
  • What goes up must come down. Are you prepared?
  • How to potentially protect your investments against market declines.
  • Strategies to establish a lifetime income stream.
  • Strategies to achieve your long-term financial goals.
  • What to do with the 401k from your previous employer.
  • Learn how to strategize with physical gold
    and silver.

Expect to have a little fun and obtain some meaningful information with none of the usual financial double-talk. There are no costs or obligations.

As a professional courtesy; please no advisors or brokers.

Local Financial Workshop

This complimentary workshop will cover important topics, such as 401k options, retirement savings, and more!

WHEN: August 29, 6:00 PM

WHERE: Butler Township Community Center

ROLLOVER ANALYSIS

  • Exploring your distribution options.
  • Avoiding the 20% withholding trap.
  • Discovering how to take control of your retirement savings.
  • Learn how to stretch your IRA benefits to your heirs (an option not available in a 401(k).
  • Deciding whether a rollover IRA is right for you.
  • Discuss how to access your retirement assets prior to age 59 1/2 – WITHOUT A PENALTY.

PLANNING

  • How to protect your investments against market declines.
  • Potentially establish a lifetime income stream.
  • The most effective strategies to achieve your long-term financial goals.
  • How to avoid poor management of your IRA.
  • The right IRA vs. the wrong IRA
  • What to do with the 401k from your previous employer
  • Learn how to secure with physical gold and silver.

401(k) OPTIONS

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options.

  • What will I be entitled to?
  • Should I roll over to my new employer’s 401(k) plan or to an IRA?
  • What about outstanding plan loans?

 

 

RETIREMENT SAVINGS PLAN OPTIONS

In general, you have four options when you’re eligible to receive a distribution from your employer retirement savings plan.

RETIREMENT

  • Did you recently change or leave a job? Learn your 401k options.
  • How to structure YOUR PORTFOLIO into a lifetime income and learn how to avoid market risk.
  • Strategies you can put in place now to best position yourself for the future – regardless of what happens in the market.
  • Why now is the perfect time to evaluate your accounts to see if they are positioned correctly for these financial times.
  • Social Security continues to change, will this derail your retirement?
  • Interest Rates – What to expect and how to manage.

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