退休金(社安)优化申请策略 免费讲座

您须知的如何明智的领取退休金,以获得最大福利
Untitled1
7月8日周二, 6:30-8:30PM
地点:Milpitas Main Library, 160 N Main St, Milpitas
讲座内容:
• 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,报名从速:(408)369-9400 ext 158, 马骏驰, Financial Advisor with Waddell & Reed

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