Mastering Social Security and Medicare Planning Workshop
Thursday July 29th, 2021 at 1:30 PM or 6:30 PM
We also have a Taxes in Retirement and The SECURE Act Workshop coming up in the future. Attend BOTH workshops for a chance to win a $100 Visa Gift Card! Click the button below to see the details.
You and a guest are invited to attend this educational and interactive workshop covering:
Mastering Social Security and Medicare Planning
Date & Time:
Thursday July 29th
1:30 PM or 6:30 PM
Location:
Advisor Workshop Location
Limited Seating Available
Reserve your workshop seat or schedule a One-on-One presentation at your convenience.
Attendees Will Receive Two Complimentary Guide Books
Did You Know?
Mistakes made during the Social Security and Medicare application process can cost you thousands of dollars.
Get informed, avoid mistakes, and maximize your benefits.
Date & Time:
Thursday July 29th
1:30 PM or 6:30 PM
Location:
Advisor Workshop Location
Attendees Will Receive Two Complimentary Guide Books
What To Expect At The Event or One-on-One
Social Security 101:
We will lecture on topics such as qualification requirements, determining your Full Retirement Age, estimating benefits amounts, and cost of living inflation adjustments.
Key Topics To Be Discussed:
Optimal Application Time:
The age at which you apply for benefits will have a huge impact on your payout. We discuss areas of consideration such as current savings, health condition, spousal benefits or work status.
Claiming Strategies:
Benefits can be positively or negatively affected base on spousal income or marital status, such as individuals who are divorcees or widowers. Find out how your benefit could be impacted.
Working with Benefits:
Yes, you can work and collect benefits. Learn how much of your benefit will be withheld and what your breakeven point is based on expected employment timelines.
Minimize Taxes:
Many individuals will have to pay taxes on benefits. We discuss multiple strategies that will effectively reduce the amount of taxes you pay. Putting more money in your pocket!
Medicare 101:
Learn the differences between Medicare part A, B, C, and D. Knowing this is important to how you coordinate your overall health coverage plan.
Key Topics To Be Discussed:
Enrollment:
Do you qualify for auto enrollment, or will you have to manually enroll? What if your covered under and employer? We discuss all of this.
Avoid Lifetime Penalties:
Applying for Medicare late can cost you a lifetime of penalties. Get informed on your window of application and avoid fees.
Cost and Deductibles:
Each part of Medicare has different cost. We discuss the difference in price, and how you can pay for it with Social Security. Additionally, we provide details on deductibles.
Supplements and Advantage Plans:
Basic Medicare doesn’t include everything, most individuals will need more coverage. Learn what Supplement and Advantages plans do, and which may be best for your needs.
Why we created this class:
This educational course was developed for adults ages 60 – 72. There is no cost or obligation, but seating is limited so reserve your spot today.
If you’re like most Americans, you never gave Medicare or Social Security much though until now. You may also be realizing that there is an overwhelming amount of information to each of these topics.
We host these classes to help educate those who are looking for guidance on best practices when applying for and managing both Social Security and Medicare. It is our goal to make sure you avoid costly mistakes and effectively coordinate benefits with your overall retirement plan.
Meet Your Presenter:
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Advisor Phone Number
Advisor Email Address
Advisor Office Address
Advisor Website
Complete this form to reserve a workshop seat
We also have a Taxes in Retirement & The SECURE Act Workshop coming up in the future. Attend BOTH workshops for a chance to win a $100 Visa Gift Card! Click the button below to see the details.
Meet Your Presenter:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam sem arcu, tristique id augue eget, tincidunt consectetur purus. Quisque mollis orci quis tortor semper porta. Nulla ut posuere velit. Phasellus eros nibh, ultricies eget leo vel, egestas consectetur orci. Maecenas massa urna, consectetur quis tortor non, porttitor mollis tellus. Pellentesque pretium nisi eu nisi interdum, ut posuere tellus commodo. Maecenas massa urna, consectetur quis tortor non, porttitor mollis tellus. Pellentesque pretium nisi eu nisi interdum, ut posuere tellus commodo.
Advisor Phone Number
Advisor Email Address
Advisor Office Address
Advisor Website
Complete the form below to schedule a One on One
Meet Your Presenter:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam sem arcu, tristique id augue eget, tincidunt consectetur purus. Quisque mollis orci quis tortor semper porta. Nulla ut posuere velit. Phasellus eros nibh, ultricies eget leo vel, egestas consectetur orci. Maecenas massa urna, consectetur quis tortor non, porttitor mollis tellus. Pellentesque pretium nisi eu nisi interdum, ut posuere tellus commodo. Maecenas massa urna, consectetur quis tortor non, porttitor mollis tellus. Pellentesque pretium nisi eu nisi interdum, ut posuere tellus commodo.
Advisor Phone Number
Advisor Email Address
Advisor Office Address
Advisor Website
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Taxes in Retirement and The SECURE Act
Here’s what we’ll be covering at this Workshop:
- Tax Armageddon: Strategies to avoid huge tax bills in retirement
- Understanding Social Security taxes and the dreaded Torpedo Tax
- Medicare IRMAA (Income Related Monthly Adjusted Amount)
- Required Minimum Distribution: How to avoid costly penalties
- Will you or your family be affected by Estate and/or Widow Taxes?
- Roth IRA Conversions: Create an income tax free retirement
- The SECURE Act: New rules for your IRA’s and 401k’s