SOCIAL SECURITY
RETIREMENT STRATEGY
FEDERAL ANALYSIS
SOCIAL SECURITY BENEFITS
Tuesday, August 16
6:00 pm - 8:00 pm
Kauai Community College
3-1901 Kaumuali’i Highway Lihu’e, HI 96766
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• How to properly file for Social Security benefits
• Maximize the amount you are eligible to receive
• How to avoid the most common mistakes
people make when claiming their benefits
• Optimize your assets to minimize or avoid
paying taxes on your Social Security benefits
• How much income you can make and still draw
Social Security
• How Social Security is taxed
• How to determine which claiming strategy is
best for you
• How to claim a spousal benefit, even if you are divorced
This is a free workshop walk-ins welcome or you may register in advance for this workshop. After registering, you will receive a confirmation email containing information about joining us for the workshop
IRA’S, ANNUITIES, AND
OTHER SOURCES OF
RETIREMENT INCOME
Thursday, August 18
6:00 pm - 8:00 pm Kauai Community College
3-1901 Kaumuali’i Highway Lihu’e, HI 96766
• Important facts you should know before purchasing an
annuity
• Will Social Security be there for YOU?
• How potential changes in government tax policies could
affect your IRA
• Do you need a LIRP?
• How to avoid the perpetual Tax Cycle
• How to reduce or eliminate taxes throughout retirement
• Pro’s and Con’s of Roth IRA’s
• Top mistakes that can cost you big when dealing with IRA’s
• How to perform a stress test on your current portfolio
against the most common retirement killers
• Identifying other sources of guaranteed income for life
• Will you run out of money?
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This is a free workshop walk-ins welcome or you may register in advance for this workshop. After registering, you will receive a confirmation email containing information about joining us for the workshop
