LAS VEGAS – Social Security benefits continue to be an important element for most retirees, but the intricacies of when to start collecting them, and the tax implications associated with that decision, continue to be confusing to most.
On Thursday, March 17, Nevada State Bank is hosting free workshops to help Southern Nevadans make informed decisions on the benefits, as it relates to a retirement strategy. Participants will learn about the seven steps to enhancing your benefits, as well as the following:
• When to starting taking benefits
• Working in retirement
• Tax implications
• Spouse and survivor benefits
Hosted by Eileen Rendulic-Moss, wealth advisor for Nevada State Investment Services, with guest speaker Jeremey Hill, CRPC, retirement consultant, the workshops are scheduled for 10:30 a.m. and 1:30 p.m. on March 17. Both workshops will be held at Nevada State Bank’s Conference Center at 750 E. Warm Springs Road, 1st floor, Las Vegas, Nevada 89119.
Attendees must RSVP at www.nsbank.com/event or call Eileen Rendulic-Moss at 702.855.4551.
The workshops are offered for informational purposes only, and should not be construed as legal or other professional advice. Consult with an attorney or other professional concerning your own needs and circumstances. The views and opinions expressed by the speakers are not necessarily those of Nevada State Bank, Zions Bancorporation or its affiliates.
About Nevada State Bank (@NevadaStateBank)
Nevada State Bank, a division of ZB, N.A., is a full service bank offering a complete range of consumer, private and business banking services with branches statewide. Founded in 1959, Nevada State Bank serves 20 communities across the state of Nevada. ZB, N.A.’s parent company is Zions Bancorporation, which is included in the S&P 500 and NASDAQ Financial 100 indices (NASDAQ: ZION). For more information on Nevada State Bank, call 702.383.0009 or access www.nsbank.com.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/ SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ZB, N.A. deposits and are not FDIC Insured. These products are not obligations of ZB, N.A. and are not endorsed, recommended, or guaranteed by ZB, N.A., or any government agency. The value of the investment may fluctuate, the Return on the investment is not guaranteed, and loss of principal is possible.
This presentation is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice or advice related to Social Security and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangements. Please note that the Allianz companies, their affiliate, and their representative and employees do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney or contact your local Social Security Administration office to discuss your specific situation.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive Minneapolis, MN 55416-1297. Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. http://www.allianzlife.com
Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC are not affiliated with LPL Financial, ZB, N.A., Nevada State Investment Services or Nevada State Bank.
Not FDIC insured | May lose value | No bank or credit union guarantee | Not a deposit
Not insured by any federal government agency or NCUA/NCUSIF