Springfield, MO Retirement Dinners

Social Security - How to receive and maximize benefits. What’s best for me?
In the event of a death or divorce, who gets what and when?
What does your financial longevity plan look like?
How can I potentially reduce taxes on my income?
What type of assets or income may impact my Social Security taxes positively or negatively?
Will I outlive my assets?
Understanding Medicare options and planning in 2019.
Which tax law changes could affect how you strategize for your retirement income planning.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.

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Scott E. Stone is the CEO of Stone Wealth Brokerage. He has been licensed Registered Principal and Financial Professional for the last 30 years in the financial service industry. He is nationally recognized as an award-winning advisor working with clients and in addition for his development and teaching of over 3000 financial advisers across the country. He has an extensive background in wealth management strategies ensuring that clients avoid and overcome missed planning opportunities when it comes to maximizing return, reduction of taxes, wealth accumulation and transfers strategies. Scott uses a custom comprehensive needs-based approach in the creation, presentation, implementation to insure a client’s goals are achieved or exceeded. If you are currently retired or planning for it, you can’t miss the opportunity to hear his valuable insights regarding Social Security and “lost opportunity cost” on your money that most advisors never share. He continually benchmarks the performance of his work against other planning options to insure clients receive the best possible updated strategies.

*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/ *http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

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Retirement Planning, Reducing Taxes and Increasing Your Income

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