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EVENTS

Social Security Workshop MAY 7th at 3PM & 6PM

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Masonic Temple of Winston

4537 Country Club Rd.

Winston Salem, NC 27104

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This educational Workshop will provide you with much needed information to help you understand how Social Security works. After this class, you will be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits.

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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.

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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 potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

  • 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.

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Call 336-285-0829 to Register! There is Limited Seating!

MAIN OFFICE
445 DOLLEY MADISON RD, SUITE 208
GREENSBORO, NC 27410

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RALEIGH OFFICE
410 NORTH BOYLAN AVENUE
RALEIGH, NC 27603

 

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ADVICE@GAISERFINANCIAL.COM

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OFFICE: (336) 285-0829

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FAX: (336)-617-3566

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