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Retirement Planning Strategies

Tuesday September 10, 2019
2:30 PM until 4:00 PM

Retirement Planning Strategies

Presented by SOFA (The Society for Financial Awareness) - This program is free and open to the public, and does not promote any specific financial products. Registration appreciated.

Estate Planning- Wills vs. Trusts - avoid probate.*

Durable Power of Attorney, HIPPA compliant Medical Power of Attorney, Health Care Proxy and Pour-over Will.*

Life Estates - how to protect your real estate from nursing home liens.*

Nursing Home/Medicaid Rules - 5 year look back and asset limitations for single and married taxpayers.

Fixed and Fixed Indexed Annuities - they provide principle guarantees and tax deferred growth.

Lifetime Income Annuities - Create a lifetime income that you cannot outlive.

Lump Sum vs. Pension Income Payouts - benefits and disadvantages.

Social Security - major rule changes effective in 2016.

*Disclaimer: This is an educational workshop. We are not attorneys and we are not providing legal advice.

Location: Library Meeting Room
Click here to go to the Lawrence Library calendar.

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This page last updated : EK/TK MAP2 2020.07.10 - 8:00 AM
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