Reformations for Social Security are in motion. Make sure you choose the right option for your situation since there are over 567 ways to choose and the number one option could benefit you over $100,000 in your retirement.

2023 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election.

Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own.

Don't miss this powerful, educational webinar, hosted by retirement specialist and investment advisor, Tim J Beeman, with over 39 years of financial experience. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
Agenda
How to your Government Employment affects your Social Security
How the New Administration’s policies could impact your retirement income
How to Avoid Double Taxation you could have to pay on your Social Security benefits if your a government employee
How to help ensure you don’t miss out on Commonly Overlooked Benefits for married couples and divorcees
Two Claiming Strategies that could increase your total benefits
Will the Social Security trust fund be solvent beyond 2032

You're cordially invited to an informational webinar for those 60 and older who are retired or planning to retire in the next 5 years.

Please join retirement & federal benefits specialist Tim J Beeman, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement. Best of all, you will leave with information designed to help you act immediately, such as:

1) Strategies to position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income.

2) Ways rising inflation will impact your retirement and how to adjust NOW.

3) How do you keep up with 8.3% inflation without taking too many risks?

4) How do you outpace growing inflation and taxes?

5) How to maintain your purchasing power in retirement, despite rising inflation.

6) What safeguards you can put in place to weather stock market volatility?

7) How to help generate income and build an investment portfolio in inflationary times.

8) Getting a second opinion - why getting a second opinion may be one of the most important financial decisions of your life.

Agenda
What Do You Want From Retirement?
When planning and saving for a comfortable retirement, you need maximum return with minimal risk
Understand the SECURE Act 2.0.
Understand RMDs.
Understanding risk.
Know the difference between the withdrawal Method and the Income Method.
Fees and Loads on Investments.
Converting Retirement Accounts to Tax-Free Income.
Understanding Stock Market History.
Preparing For A Recession with Inflation In Retirement.
What Do You Want From Your MONEY In Retirement?
How likely is it that you will spend a substantial amount of your retirement in a bear market?

During this webinar, you will discover:
1) How the current administration may impact your retirement income.
2) How to potentially avoid the 25% tax penalty for your TSP/401k & IRA.
3) How the SECURE Act 2.0 will impact your IRA.
4) How to prepare your IRA & TSP/401k for tax increases that happen when a spouse dies.
5) The secret to converting your retirement account into tax-free income.
6) IRA & TSP/401(k) rollover rules that can cause immediate taxation.
7) How a rollover can potentially cost you more taxes.
8) How to have a plan that gives you income for life.
9) How to recession & inflation proof your retirement.
10) What you need to do now to have a secure retirement.

And much more.

Agenda
✔️ Failing to first take required minimum distributions
✔️ Being unaware of the SECURE Act 10-Year rule and how it will impact your IRA
✔️ Unfamiliarity of IRA & TSP/401(k) rollover rules and restrictions that could cause immediate taxation
✔️ Overpaying fees and loans on IRAs, TSP/401(k), and other retirement accounts
✔️ Not knowing the secret to converting your retirement account into tax-free income
✔️ Misunderstanding your self-directed IRA prohibited investments
✔️ Not moving TSP/401(k), 403(b) plans to more flexible IRAs
✔️ Being unknowledgeable in your IRA prohibited transactions
✔️ Not getting a second opinion and having a PLAN that can possibly give you a guaranteed income for life!
✔️ Failing to prepare for the tax increase that comes when a spouse dies.

A well-thought-out estate plan is essential for anyone that owns a home or has assets. With many questions in the air on how new IRS Revenue codes could impact tax […]

New Tax Laws and recent changes to qualified retirement accounts and IRS-mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages to employees. Some changes have the potential to be beneficial; […]

Reformations for Social Security are in motion. Make sure you choose the right option for your situation since there are over 567 ways to choose and the number one option […]

You're cordially invited to an informational webinar for those 60 and older who are retired or planning to retire soon. Please join retirement & federal benefits specialist Tim J Beeman, […]

You have worked hard to build your IRA-TSP-401k accounts, Now let's avoid the Mistakes most people make. Webinar Agenda ✔️ Failing to first take required minimum distributions ✔️ Being unaware […]

A well-thought-out estate plan is essential for anyone that owns a home or has assets. With many questions in the air on how new IRS Revenue codes could impact tax […]

New Tax Laws and recent changes to qualified retirement accounts and IRS-mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages to employees. Some changes have the potential to be beneficial; […]