Practical Planning for Social Security and Healthcare in Retirement

Recording | Presentation material

With a huge wave of Baby Boomers retiring in the next 15 years, your clients are looking to you to assist them in optimizing their Social Security claiming strategies and healthcare financing decisions. In this webcast, Ted Sarenski and Jim Shambo will discuss best practices and practical planning tips for addressing these critical issues, including:
  • Social Security decisions and strategies to optimize benefits
  • Factors that impact decisions (including marital status, health, cash flow needs, earnings potential, and more)
  • Review of recent health care cost studies
  • Key Issues on Medicare Parts A, B, C and D
  • Medicare Enrollment rules and penalties
  • Supplemental/Medigap insurance policies