Movies and Documentaries
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Movies and Documentaries
How Social Security Works
Social Security Simplified
Since 2010, Social Security has paid out more than it collects in taxes, relying on interest from its trust fund to cover the shortfall. By 2021, it began drawing from the fund itself, which is projected to run out by 2035—or even sooner due to COVID-19—raising concerns for retirees.
Watch this documentary to learn about:
Why Social Security is running a deficit.
How an aging population affects the system.
When the trust fund could run out.
Potential changes to benefits.
The role of taxes in funding Social Security.
How to prepare for future changes.
How Social Security Works
Social Security Simplified
Since 2010, Social Security has paid out more than it collects in taxes, relying on interest from its trust fund to cover the shortfall. By 2021, it began drawing from the fund itself, which is projected to run out by 2035—or even sooner due to COVID-19—raising concerns for retirees.
How Social Security Works
The documentary "How Social Security Works" provides an in-depth explanation of the Social Security system, including its funding mechanisms and challenges.
Documentary Key Points:
What It Is – Social Security supports retirees, disabled individuals, and survivors.
How It’s Funded – Payroll taxes from workers fund current beneficiaries.
Who Qualifies – Based on work credits and age.
Benefit Calculation – Determined by lifetime earnings and retirement age.
Future Concerns – Facing sustainability challenges due to demographics and funding gaps.
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Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
