Broker Check
15 Nov
Social Security Planning and Medicare Basics for Individuals

Description

Divorcees and Widows/Widowers have options of how and when to receive their Social Security Income.

 You will learn:

Social Security

  • 5 factors to consider when deciding to apply for benefits
  • How to estimate your benefits
  • Rules regarding Divorced Spousal Benefits
  • Innovative strategies for coordinating Survivor benefits.
  • How to minimize taxes on Social Security Benefits
  • How to coordinate Social Security with your other forms of retirement benefits
Medicare
  • How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties
  • How much you can expect to pay in health care costs after going on Medicate
  • How Medicare works with private insurance to provide comprehensive coverage
  • Why do most people pay too much for private insurance and how you can avoid excess costs
  • Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

Date and Time

Tue, Nov 15, 2022

6:30p - 8:30p CST

Location

Wayzata Community Education

PT2H
Share |

Event Registration