This EDUCATIONAL workshop/seminar will provide you with VITAL INFORMATION to help you understand the basics on: Social Security, Medicare, IRMAA, and Retirement Strategies. After this workshop/seminar, you will be able to make informed and important decisions, based on your specific needs, for health and financial stability in retirement years. DON’T ASSUME ANYTHING – the elections you make will affect your monthly benefits and long-term retirement planning.
SOCIAL SECURITY (TOPICS DISCUSSED)
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- How do the new Social Security Laws affect your retirement strategy?
- Is “File and Suspend” really gone?
- Why waiting to take Social Security may or may not be your best move.
- What happens if your spouse is still working?
- What if you still are or want to work part-time?
- What if you are divorced or widowed?
- How to maximize your Social Security benefits.
- How you can reduce taxes on Social Security
MEDICARE Q & A TOPICS:
- How and when should I sign up for Medicare?
- What do I need to know before enrolling in a Medicare plan?
- What are Medicare parts A, B, C, and D?
- Medicare coverage, cost and the need for supplemental insurance.
- Will you have an Income Related Monthly Adjustment?
- How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs
- How to get extra assistance paying for prescription drugs in retirement
- Which plan is right for you.
RETIREMENT STRATEGIES (HOW TO…)
- Review and create a long-term strategy to ‘not run out of money’
- Prepare guarantees and safety nets for the Legacy strategy
- Find safety/growth/income in a volatile market and high inflationary times
- Tax implications on qualified money and what to prepare for with RMD’s
- Implement Long-Term Care optimal plans in new creative ways to get covered
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