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Are you worried about your future when you no longer receive a regular paycheck? Do you know your options for lifetime income? As people live longer and the number of years potentially spent in retirement grows, it will become increasingly important for you to understand your retirement income options. This seminar will provide answers to many common retirement questions and may help you better prepare for your future financial well-being
When to elect your Social Security may be the most important decision of your retirement. This decision can impact your retirement by tens of thousands of dollars. Join us at our next Social Security workshop where you'll learn about a few of the many strategies you can choose to help optimize your Social Security benefits and reduce your taxes.
As a Veteran or spouse of a Veteran, you may qualify for non-service connected benefits from the Department of Veteran Affairs. The “Improved Pension Plan with Aid and Attendance” is a special government program available to all qualified Veterans. Veterans as well as their surviving spouses may be eligible. Tax-free benefits up to approximately $2,120 per month may be available. During this class, David Davies with the Law Offices of David Davies, will educate you on this benefit, how you can qualify and what you need to do to apply.
Having enough money to savor your retirement years is a critical component of a successful retirement. That’s why it’s important to consider the impact that taxes may have on your savings in retirement. Request this guide to learn more about tax-efficient retirement strategies.
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Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Vivid Tax Advisory Services, LLC. Vivid Tax Advisory Services, LLC is not affiliated or endorsed by the Social Security Administration or any government agency. © 2017 Vivid Tax Advisory Services, LLC.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Vivid Tax Advisory Services, LLC at email@example.com.