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Caution! Low-Level Bridge Ahead: Medicare, Custodial Care and the Impact on Retirement Income

Session Speakers
Session Description

Why attend:
Medicare surcharges, the taxation of Social Security, and early retirement all impact the amount of retirement income and how long that income will last. Learn to create prudent accumulation and withdrawal strategies to keep clients under critical tax thresholds to increase and extend retirement income.

Session details:
Are you ready to help your clients transition to retirement? As they move down that path, they’ll require some combination of qualified accounts, Social Security benefits, an investment portfolio, and possibly a pension. You’ll need to create prudent accumulation and withdrawal strategies so your clients can remain under critical tax thresholds and increase their retirement income. This session will explore:

  • The effect of provisional income on Social Security
  • Medicare taxation and its impact on retirement income
  • Advanced planning with Health Savings Accounts
  • Estimating health care costs for early retirement
  • Effectively engaging clients regarding custodial care

 

For CPE Credit:
Learning Objectives:

  • The effect of provisional income on Social Security
  • Medicare taxation and its impact on retirement income
  • Advanced planning with Health Savings Accounts
  • Estimating health care costs for early retirement
  • Effectively engaging clients regarding custodial care

Prerequisite: None
Program Knowledge Level: Overview
Delivery Method: Live
Field of Study: Finance - Technical

Additional Information
CPE-1.5hrs, CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule