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Understanding Medicare

Medicare is one of the most commonly misunderstood “age-related milestones” when it comes to financial planning. But it’s a crucial component of any retirement plan. This workshop will cover such topics as when to sign up for Medicare, what Medicare does — and doesn’t — cover, the costs, and what your options are. It will …

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Understanding IRAs & Tax Planning in Retirement

“People often pay more in taxes than expected because of our government’s confusing and different ways it treats various income sources with hidden taxes and penalties.  This workshop will help you anticipate how and when to tap assets such as IRAs to augment income, to cover your expenses, help you understand the range of taxes you will face a various …

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