Everyone needs a personalized social security claiming analysis to understand when to apply and how their monthly benefit will fit into their retirement income plan.

Everyone needs a personalized social security claiming analysis to understand when to apply and how their monthly benefit will fit into their retirement income plan.

TOPICS COVERED:

• Factors to Consider When Deciding When To Apply For Benefits
• Reasons You Should ALWAYS Check Your Earnings Record for Accuracy
• How to Coordinate Benefits with Your Spouse
• How to Minimize Taxes on Social Security Benefits
• How to Coordinate Social Security with Your Other Sources of Retirement Income
  

TOPICS COVERED:

• New Tax Law, Benefits I Can Receive
• Tax Details and Tax Insights
• Questions to Ask Yourself

TOPICS COVERED:

The impact Social Security and Medicare have on taxes
The multiple tax planning stages in Retirement
A plan to avoid overpayment of taxes

TOPICS COVERED:

Analyze your retirement situation
Understand potential retirement income risks
Evaluate your retirement income needs

TOPICS COVERED:

Medicare Part A, B, D
Medicare Advantage
Medicare Supplemental
Long Term Care