Upcoming Events
Social Security Benefit Options AND Retirement Income Planning
This two hour workshop offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This workshop is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you.
Topic of Discussion:
- How to properly file for Social Security benefits
- How to maximize the amount you are eligible for
- How to avoid common mistakes people make when claiming their benefits
- How to 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 file and restrict benefits
- How to claim a spouses benefit even if divorced
- How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
- Steps to estimate the amount of money you’ll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
- How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts
Topic of Discussion:
- Retirement Income: Approaches to help support consistent income in retirement.
- Market Volatility: Post-election market reactions and what that means for your long-term strategy.
- Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
- Healthcare Costs: Will there be increases and how much can you really expect to pay?
- Roth and Tax-free Legacy Planning: Securing your legacy for generations.
Strategies to Reduce Your Taxes in Retirement
Understand The Impact Of Taxes On Your Retirement Income And Discover Strategies To Minimize Your Tax Burden In The Years Ahead.
Monday Or Tuesday – July 13th Or 14th @ 6:30PM
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Meet the High Point Retirement Team
Each of our team members is here to serve you impeccably and work in tandem with one each other and our clients. We invite you to browse through these individual pages to learn more about each team member, their unique background, experience, focus areas, and their approach to work.
