Woman's Worth

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Have questions about Social Security? This workshop is for you!

Online Social Security Benefits Planning Workshop How To Get The Most Out Of Social Security To Help Maximize Your Income In Retirement

Are you prepared for how inflation might affect your retirement? Jeannette Bajalia, Petros Financial Group Principal Advisor, and Founder of Woman's Worth, speaks on the topic below highlighting some things to think about if you are in or nearing retirement.

Inflation & retirement For many Americans, the extra costs from inflation are stretching an already tight retirement income. According to Global Atlantic Financial Group, this could make it harder to live on their retirement savings later.

Taxes will likely be your biggest expense when you retire.
The majority of retirees have saved for retirement using pre-tax dollars.

This means about 30% of what you’ve saved so far will go to Uncle Sam right off the top when it is time to take your distributions if you don’t have a plan to pay these taxes.
We’re hosting a complimentary workshop entitled “How To Reduce Or Minimize Taxes On Your Retirement Income” at UNF Adam W. Herbert University Center.

Here are 3 reasons why you should join us for the workshop on Wednesday, October 5th at 6:30 PM.

✅ Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.
✅ Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
✅ Making a mistake with your retirement income plan could cost you thousands over your lifetime. Learn some of the most common errors.
Click the button below to reserve your complimentary spot today.

Taxes In Retirement Adam W. Herbert University Center - My WordPress You and a guest are invited to join us at UNF W. Herbert University Center for an informative workshop on Taxes In Retirement!

Will Social Security be around when it is time for you to retire?
This is the question millions of retirees are asking themselves right now.
For many retirees, Social Security will make up the majority of the income received once they stop working.
Some retirees may think it is best to claim their benefits sooner than later, but this might not be the best strategy to make sure there will be enough income to last through retirement.
Join us at UNF Adam W. Herbert University Center on Thursday, October 6th at 6:00 PM for our workshop Social Security Optimization.
During the workshop we will go over the following:
> Strategies to claim the maximum amount of Social Security benefits.
> Discover how recent changes can affect your RMDs. (Required Minimum Distributions)
> Did you know that up to 85% of your Social Security benefits can be taxable? Increase your benefits with effective filing strategies.

Click the button below to reserve your complimentary spot today.

Social Security Adam W. Herbert University Center - My WordPress You and a guest are invited to join us at UNF Adam W. Herbert University Center for an informative workshop on Social Security Benefits Planning!

Happy Fourth of July!
Happy birthday America!

Help us welcome Lee Sasser to our team at Woman's Worth and Petros Financial Group!

Woman's Worth Woman’s Worth specializes in working with women interested in developing a life plan to ensure they a