Class Information
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My Money, My lifestyle: 4 sessions
Tuesday, September 26 at 6:00 PM - 7:30 PMAppoquinimik Library 204 E. Main Street Middletown, DE 19709 Description
September 5 HOW TAX PLANNING CHANGES THROUGH FOUR STAGES OF RETIREMENT, Peter Gaertner Your tax exposure changes throughout retirement. You need a strategy that anticipates how and when to tap assets to cover personal expenses, understand the range of taxes faced at various stages, and how to manage actions and pay as low a tax rate as possible. September 12 Get to Know Medicare, Steven Michael Understand how and when to enroll, the basics of coverage for original Medicare Part A & B, differences of each secondary plan type: Medicare Supplement Plans (aka MediGap), Medicare Advantage Plans (MAPD) and Medicare Part D (PDP) prescription plans, avoiding costly Medicare penalties for life, and more.....one size does not fit all! October 3 What's Next? Overview of Probate and Tips for Planning Ahead, Jaclyn Quinn An overview of the probate process in Delaware along with pointers for thinking about estate planning. We will discuss why it is so important to have a Will, Power of Attorney, and Health Care Directive. September 26 Social Security Planning: What You Don't Know, Darren Moore Make the most of your Social Security and Medicare benefits. We will cover the annual earnings test, delayed retirement credits, when to file, spousal benefits, maximizing benefits over time and the impact of how possible mortality will impact your decision. |
Darren Moore, CHFC
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