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Carmel-By-The-Sea, California 831-622-7090
Educational Seminar-Bridging the Gaps in Retirement-Medicare, Long-Term Care, Social Security
4:00 PM - 11:59 PM Almaden Valley Athletic Club
Date: October 14, 2018 to October 14, 2018
Where: Almaden Valley Athletic Club, 5400 Camden Avenue, San Jose, California, United States, 95124
Phone: N/A
Event Type:
Ticket Price: N/A
FREE Seminar & FREE AVAC 5-day Gym Membership Are you prepared? If you had a guaranteed income for life and health care for life, would you consider retiring? Generations ago this was a commonplace. One would retire with a gold watch, a guaranteed pension, and healthcare for life. Today, however, the majority do not have such luxury. The gaps in retirement are just getting bigger and bigger. FREE: Please join my wife and me, your local Retirement Specialists, as we provide a "FREE education only" seminar. This is not a sales event and no products will be discussed. You will be provided with a free packet full of unbiased information straight from the Department of Labor, Social Security, and Medicare. You will have worksheets to take notes, and this will be an open discussion format. So, be prepared to ask questions and be ready to learn! Information Summary: This can be summed up in just two words. Healthcare and Income What are the gaps in health care and Medicare, and how will this affect my Medicare Part B and D IRMAA?  How can I protect my assets and legacy with Tax-Free monies vs. Tax-Deferral? FREE: Want some more good news? Just for attending, AVAC will be providing a FREE, 5-day pass to their state-of-the-art health club facility. They have everything for all ages and interests. From FREE aerobic classes to swimming, and even tennis! Social Security: Rules and Strategies When should I elect? What if I'm married, divorced, or widowed? What if I'm still working and elect early? How do I give my social security check a boost? What strategies are still available for me to take advantage of? What is FRA? What happens if my spouse or I pass away? Entitlements and Requirements at: Ages: 59 ½, 62, 65, 66, 67, 70, 70 ½ Taxes & Penalties: Is it true that up to 85% of my social security can be taxed? What if I elect Social Security before FRA while still working? How do I keep deferring taxes? Is it possible to avoid taxes completely? What is the Estate Recovery Act?
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