FORT MYERS, Fla. (Feb. 17, 2017) \u2013 Financial advisors Danielle and Graham Lucht of Alliance Financial Group will present five, one-hour presentations on Florida domicile and maximizing social security benefits in March.<\/p>\n
The sessions are free and open to public.<\/p>\n
On March 7 and 21 at 10 a.m. and 2 p.m., the couple will host an estate planning and domicile workshop for new full-time and part-time residents to learn how Florida laws differ from other states, about declaring Florida residency and how to use the power of Florida laws to their advantage.<\/p>\n
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On March 9 and 23 at 10 a.m., 2 p.m. and 6 p.m., the Luchts will educate attendees on strategies to help reduce the taxes in their IRA and defer up to 25 percent of their IRA\u2019s required minimum distribution (RMD) and the best techniques to maximize Social Security. This seminar is best for anyone who hasn\u2019t started taking his or her RMD or social security benefits and will show the potential pitfalls and costs of taking Social Security too early.<\/p>\n
\u201cIn today\u2019s economy, people are scared and confused about what to do for retirement,\u201d said Danielle Lucht. \u201cAttendees have told us that these sessions have brought clarity to some of their biggest life decisions. All attendees will walk away armed with more information and resources to help them do just that.\u201d<\/p>\n