Jones & Associates Premier Financial Solutions

Upcoming Workshops

IRA and Legacy Planning

This critically timed presentation will help reveal common mistakes retirees and those planning to retire make with their retirement accounts. It will show you strategies to act upon, such as how to spot avoid and beat common planning mistakes so that you can be more confident with the decisions you make in retirement.

How well is your money being managed right now?

Mistakes are common and may cause serious legacy planning issues that leave your beneficiaries facing enormous tax burdens. These mistakes may result in the loss of the “stretch capability,” probate, unintentional but required distributions, unintended beneficiaries, and overlooked income tax deductions.

Important Questions to ask yourself:

  • How will my portfolio survive this year and beyond?
  • How will I avoid the most common IRA and Legacy Planning Mistakes?
  • How will Required Minimum Distributions affect the way my Social Security benefits are taxed?
  • How can I maximize Social Security benefits and minimize costly mistakes?
  • How can I reduce my tax liability?

There is absolutely no cost or obligation to attend this event; however, reservations are required. To find out dates and times of this timely presentation, please contact our office.

For more information on these events and others, please feel free to contact us using the information below. Thank You.

Social Security

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although many Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.

At Jones & Associates Premier Financial Solutions, we help our clients understand their Social Security benefits and educate them on how they can maximize their benefits. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

Jones & Associates Premier Financial Solutions and Herstle Jones are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

At this COMPLIMENTARY event you will learn about:

  • Now VS Later Analysis
  • Spousal Options
  • Impact of Working in Retirement
  • Taxation of Benefits
  • Solving the Income Gap

There is absolutely no cost or obligation to attend this event; however, reservations are required. To find out dates and times of this timely presentation, please contact our office.

For more information on these events and others, please feel free to contact us using the information below. Thank You.

Empowering Women

Nearly 90% of Women will be solely responsible for their financial situations at some point in their lives. Are you prepared?

Face Your Financial Future with Confidence

Now is the time to develop the confidence and knowledge you need to make critical decisions that will affect your financial well-being in the future.

Topics we’ll discuss:

  • Why you shouldn’t leave money matters solely to your husband, partner or family
  • How to generate a predictable, sustainable income that meets your retirement goals and objectives
  • Understand the four critical components of your Social Security benefit
  • Learn how failure to distribute your legacy properly may leave your grandchildren disinherited unintentionally
  • Learn how DRASTICALLY your assets can plummet if your beneficiaries fail to stretch your IRA

For more information on these events and others, please feel free to contact us using the information below. Thank You.