Devember 26, 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
- Determining the need for life insurance at pre-retirement
- Is LTC insurance for everyone? How does this coverage affect the family?
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Copyright
© 2024 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.