Saturday, 04. May 2019, Soriano's at Parkside, Invitational Seminar - Tax, Financial, Will & Trust, and Social Security.

from 04. May 2019 - 10:00 till 13:00

Soriano's at Parkside

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Event description
Join us for a complimentary gourmet brunch!
At this educational event, we will be discussing tax, financial, Will & Trust, and Social Security matters, and other related issues that effect New Jersey Residents. There will be special guests, including Certified Public Accountants, Certified Financial Planners, Attorneys, and a representative from the Social Security Administration. Topics discussed will be:
2018 Tax Law Changes and how these changes will affect you.

Your Social Security benefits

Pensions and retirement plans

Investments and stock portfolio

Conversions of IRA into ROTH IRA

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The new 20% deduction for businesses

The new 20% deduction for landlords

Sales taxes on vacation homes

Generating tax-free income from investments and much, much more...

Elder Care Financial Planning

Retirement planning overview

Retirement income: Will you have enough?

How to achieve security in your portfolio

Choosing the right retirement account

Should you maintain a stock portfolio?

Which account you should pull out money from

Social Security Benefits

The best time to take Social Security

Taxes on Social Security

Social Security while you are still working

Benefits for your family

Five factors to consider when deciding to apply for Social Security benefits

Wills & Trusts
We will discuss what options you have in making sure you are doing everything you can to preserve your wealth now and for future generations.

Invitational Seminar - Tax, Financial, Will & Trust, and Social Security. , Soriano's at Parkside event

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