Retirement MasterClass

What a great event hosted by Thrive Financial Services! Who will we be seeing this month?!

Register for an upcoming event on our website: https://www.retirementmasterclass.org/upcoming-events

THANK YOU Normandy Farm Hotel & Conference Center for having us today! We had a great event educating these folks on Tax Efficiency in Retirement!

If you missed us today, we'll be back at RiverWinds in New Jersey next week. Click the link below to register 👇👇

http://ow.ly/PK5Q50F7wWe

Nearly three-quarters (72%) of women said the crisis had a negative impact on how long they could live off their retirement savings, according to recently released results from a survey of investors and financial advisors.

How Is Covid-19 Hurting Women’s Retirement Planning? Nearly three-quarters of women said last year that the crisis had a negative impact on how long they could live off their retirement savings, according to a Nationwide/Harris Poll study.

"A 403(b) is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) works a lot like its more well-known counterpart, the 401(k), although it offers a few unparalleled benefits like enhanced catch-up contributions for tenured employees. If you’re saving for retirement with a 403(b) account, here’s what you need to know."

Retirement Basics: What Is A 403(b)? A 403(b) is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) works a lot like its more well-known counterpart, the 401(k), although it offers a few unparalleled benefits like enhanced catch-up contributions for tenured employees. If y

Happy First day of Winter!

"When President-Elect Joe Biden takes office next year, sooner or later he and Congress will need to confront the third rail of politics -- the twin safety nets that Social Security and Medicare provide, both of which have been fraying for some time."

Read the full article below 👇

Big Changes Likely for Social Security, Medicare Under a Biden Presidency | Kiplinger The new president and a fresh Congress will sooner or later have to face the twin safety net programs, both sorely in need of help.

"While President-elect Biden and a nation wait for President Trump to concede the election, focus turns to how a Biden administration will lead. Biden has put forth many policy initiatives, including significant changes to retirement savings and Social Security."

Read the rest of the article below 👇

5 Ways President Biden May Make Lasting Changes To Your Retirement President-elect Biden is set to make lasting changes to your retirement savings. Here are 5 of the most significant changes he may pursue.

If you have an IRA or 401k, you DO NOT Want to miss out on this one-day-only event!

Join us for a limited, one-time-only event where retirement planning experts will share the tax planning strategies that have helped Americans save hundreds of thousands of dollars in taxes.

https://www.retirementmasterclass.org/critical-planning-registration

One of our frequent hosts will be running an educational webinar on taxes in retirement tomorrow!

Want to learn about proven techniques and strategies to help you preserve your retirement income and reduce your tax burden? Well, we've got you covered! Register now for tomorrow's webinar & learn how you can THRIVE during retirement.

Register here:

How to Plan for Tax Efficiency and Thrive in Retirement! If you’re nearing retirement or already retired, you need to understand how taxes (including the changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year ...