MAXIMIZE YOUR RETIREMENT

  • Increasing Income for Inflation

  • Maximum Earnings Without Risk 

  • Asset Protection

  • Probate Avoidance

  • Healthcare Coverage without qualifying

 

SOCIAL SECURITY PLANNING

  • Special filing strategy to increase Social Security income.

  • Staggering filing ages could generate 70% larger checks.

  • Qualifying for a Spousal add-on 

  • How to collect from an ex-spouse

  • Survivor Benefits 

  • Avoid the # 1 Pension mistake 

  • Create a Personal Pension

Betty was contemplating divorce until she discovered that delaying 6 months would entitle her to more Social Security Benefits

MAXIMIZE RETIREMENT INCOME

"No Products Will Be Promoted" 

- LIMITED SEATING -   RESERVATION YOUR SEAT NOW -

FREE SOCIAL SECURITY ANALYSIS 

Success Stories

Patty was married twice, 30 years the first time and 8 years the last. See why Patty was able to collect Social Security benefits from her first husbands Social Security while hers will continue to grow 8% every year until she's 70.

We were able to point out one couple was paying their advisers team nearly 3% a year regardless of their investment performance.

The average American will retire at age 66 and live until nearly 80, however, government studies indicate that a 65-year-old has a 50% chance they will live to 85 and nearly a 30% chance of living to 90.  For this reason, it’s imperative to plan as though you will live 20-30 years in retirement.

 

For current retirees, an ultra-conservative portfolio comprised solely of bonds may not provide enough growth, especially with interest rates still near historic lows to be sufficient.  “While investments consisting of bonds may seem safer than stocks with lower downside risk, it’s possible resources may fall short of longer-term success, causing a significant concern regarding the need to keep up with inflation for income later. 

 

Creative advanced planning can make it possible to increase retirement income with minimum or no risk to achieve longevity.    


This workshop will discuss a proven alternative to risk and exposure for the average retiree. 

SOLUTIONS FOR RETIREMENT SUCCESS
Important Filing Strategies Will Be Illustrated

Gary (66) and Linda (63) increased their Social Security checks by $900 a month using our recommended strategy.

Joan was able to protect her income and other assets from Berry's Nursing-Home spend down.

Robert age 50 learned he could withdraw from his IRA without tax penalties

© 2018 by Michael J Eberhardt

President of The East Valley Chapter of SOFA    480-726-8805

© 2018 by Lifetime Solutions, LLC