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Due to current event restrictions, our scheduled educational classes have been cancelled. As an alternative, we are developing “live” interactive “virtual” classroom dates that you can attend from the comfort and security of your own home.  You only need an internet connection and a computer to participate.  You can express interest in one of our live events by selecting “Click to Register” and we will send you a confirmation email containing future dates, times, and a link to the seminar. 

TAXES, LONG-TERM CARE & SOCIAL SECURITY

Learn What You Need to Do Today to Take Advantage of the New Changes in Effect.

THIS COURSE WILL HELP YOU:

  • Learn how NEW tax legislation could affect your retirement income.
  • Understand the tax implications of RMDs.
  • Understand how to reduce taxation of your Social Security benefits.
  • Learn how the new SECURE Act has changed Retirement.
  • Learn the best time to take Social Security.
  • How can a Long-Term Care event affect your retirement?

THESE IMPORTANT TOPICS WILL BE ADDRESSED:

  • New 2020 tax brackets/rates.
  • Long-Term Care, is it right for you?
  • How Social Security benefits are taxed.
  • How Required Minimum Distributions (RMDs) work and what changed with the SECURE Act?
  • Strategies to help minimize taxes in retirement.

Register by phone now:
(833) 253-5418

Register Online

WORKSHOP COMMITMENT

These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.

WHO SHOULD ATTEND

Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.

WORKSHOP TOPICS

Taxes, Long-Term Care & Social Security

  • Long-term care alternatives (no increasing premiums)
  • Viewing Social Security as part of your retirement income plan                     
  • Avoid loss up to 70% of your IRA to taxes
  • Legally eliminate taking Required Minimum Distributions (RMDs) 

Retirement Income Planning

  • How Covid19 is changing retirement planning
  • Update your investments for retirement
  • Avoid running out of income during retirement
  • Proper IRA and 401(k) rollover
  • Viewing Social Security as part of your retirement income plan

CLASS SCHEDULE

Thursday, April 2nd
at 6:30 p.m.

– or –

Saturday, April 4th
at 9:30 a.m.

– or –

Wednesday, April 8th
at 6:30 p.m.

Register by phone now:
(833) 814-5635

Register Online

Advisory services offered through Solera Asset Managers, a state Registered Investment Advisory firm. Insurance services are provided through Solera Insurance Agency, CA Lic. #0M62236. Solera Asset Managers & Solera Insurance Agency do not provide tax or legal advice.