退休金(社安)優化申請策略 免費講座

您須知的如何明智的領取退休金,以獲得最大福利
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7月8日週二, 6:30-8:30PM
地點:Milpitas Main Library, 160 N Main St, Milpitas
講座內容:
• How married couples can coordinate benefits to help enhance spousal and survivor benefits
• Claiming a spousal benefit while earning delayed retirement credits
• How the 「file and suspend,」 「do over,」 and 「start, stop, restart」 strategies work
• How claiming early worker benefits could lower your spousal benefit at full retirement age
• The effect of remarriage on survivor benefits for widowed and divorced spouses
• Making informed retirement plan distribution decisions
• Using a direct IRA rollover to avoid current taxes and penalties
• Strategies to help create a 「do-it-yourself」 personal pension

Light snack and beverage will be served
座位有限,報名從速:(408)369-9400 ext 158, 馬駿馳, Financial Advisor with Waddell & Reed

Sponsored by Waddell & Reed, Inc. 1999 S. Bascom Ave., Suite 400, Campbell, CA 95008