For Your Benefit

Bene’s & Buck’s

November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®.  Karen and Tammy will discuss the retirement topics that cross the line.  The line between your Federal benefit decisions and your financial planning, that is!

Is Medicare Part B necessary and if so, how do you present this information to your clients/students?
Social Security claiming strategies: Early or later?
Survivor benefit elections

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November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®.  Karen and Tammy will discuss the retirement topics that cross the line.  The line between your Federal benefit decisions and your financial planning, that is!

  1. Is Medicare Part B necessary and if so, how do you present this information to your clients/students?
  2. Social Security claiming strategies: Early or later?
  3. Survivor benefit elections
  4. Determining the need for life insurance at pre-retirement
  5. Is LTC insurance for everyone?  How does this coverage affect the family?

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com