Social Security and Medicare 101
About this workshop
Clear, practical guidance on Social Security and Medicare basics, enrollment timelines, and how your choices affect retirement income and healthcare costs.
- When to file for Social Security and coordination with Medicare
- Enrollment windows, penalties, and coverage options
- How Medicare & supplemental plans work with retirement income
Solving The Retirement Puzzle
About this workshop
What you learned about retirement may no longer be relevant in today’s volatile environment, and the steps your parents took to retire might not work for you. We compare former thinking with today’s circumstances and talk about preparing to retire in today’s rapidly changing economic environment. You’ll learn about the mistakes people make when they start taking income from their retirement nest egg, about what causes Social Security to be taxed, and steps to take in order to minimize or eliminate taxation of Social Security. Above all else, you’ll learn how to develop a custom strategy that’s just for you, to meet your personal objectives as you navigate a retirement world filled with new and changing headwinds.
- How will the new tax reform bill impact your bottom line and retirement nest egg?
- How to pass your IRA to your children or grandchildren — without giving most of it to the IRS.
- How will America’s debt & deficit likely impact your retirement.
- How future tax rate increases may affect your retirement and will you be left with enough money?
- How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
- How to know if you are holding lazy money.
- How you may dramatically increase your interest earnings — while safeguarding your investments from risk.
