Jones & Associates Premier Financial Solutions

Upcoming Workshops

IRA and Legacy Planning This critically timed educational presentation will reveal common financial mistakes made by current and future retirees. It will provide actionable strategies to help spot, avoid and beat these planning mistakes so that you can be more confident with your decisions 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 required distributions, unintended beneficiaries, and overlooked income tax deductions.

  • How will my portfolio survive this year and beyond?
  • How will I avoid the most common retirement-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 no cost or obligation to attend this event, but reservations are required. To find out dates and times of this 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 benefit represents a lifetime of savings, time and work, and is likely your oldest and largest retirement asset. Although many Americans are familiar with the basics of Social Security, very few know the best way to get the most out of all they have put in. At Jones & Associates, we help our clients understand their Social Security benefits and how they can maximize them. Additionally, our recommendations incorporate the impact of each potential filing strategy on a client’s broader financial plan.

Each individual’s unique optimized filing strategy depends on several interrelated factors. While delayed filing results in the greatest projected lifetime benefit for many, accelerating benefits is the most prudent move for others.* Knowledge and guidance through this complex system can empower you to make better decisions. We will help you get the most out of your benefit, so you can take another critical step towards the comfortable and happy retirement you have worked so hard for.

*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.

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.

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

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.