Social Security Educational Webinar with Jonathon McCoy
About This Webinar
Learn how the Economic Impact of the COVID 19 can affect your Retirement.
Topics To Be Discussed:
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
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.
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration?
Jonathon McCoy is not affiliated with the Social Security administration or any other government agency.
Investment advisory services are offered through Foundations Investment Advisors, LLC an SEC registered investment advisor.
Transparency and the fiduciary duty must be cornerstones of a relationship with an advisor. “Many people have had decades-long relationships with their advisor yet they have no real understanding of how much they are paying for that service. Often, the solutions they are being offered may not be in their best interest. I build relationships of trust from day one through transparency and honesty. Doing what is best for the client is always what is best for business, not the other way around.”