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Understanding Medicare Drug Programs - LIFE 1970
with Charlie Simineo
Are you eligible for Medicare, or will be shortly? If you are, you probably have the following questions: Are my drugs covered? Do I need to get Part D coverage? How do I sign up? What if I am covered by another insurance plan? Why do I need to pick a Part D plan? What does picking a Part D plan even mean? How do I do it? Do I need to select a different plan each year? What if I have used the same plan for several years? If you have had any of these questions, this class is for you. You are encouraged to bring your list of medications and know which pharmacy you use. Help will be provided to those who would choose to select a Part D plan.
Building a Retirement Income Plan - LIFE1928
with Jess Ryan
With retirement within sight, now's the time to figure out how to turn your savings and investments into a paycheck - so you can live comfortably and still achieve your goals. For many, the challenge is easier said than done and comes alongside fears of spending too much now and not having enough later, or the worry of denying yourself if you don't spend. In this class, we will discuss how to design your retirement income strategy to maximize income and minimize taxes.
Turning 70: Required Minimum Distribution - LIFE 2008
If you're turning 70 in the next year or two, this seminar is for you! Designed for those approaching that magic IRS age. This is on the of the most important ages from a tax standpoint. Learn from a Certified Financial Planner practitioner about how annual Required Minimum Distributions (RMDs) are calculated, how to determine when you must begin taking funds from your tax-deferred retirement savings and understand when it may save you taxes to take it early or delay. We'll discuss taxation of Social Security, how Qualified Charitable Donations (QCDs) work and save you taxes, and more in easy to understand language.