Retirement Planning Strategies
Tuesday May 22, 2018
6:30 PM until 8:00 PM
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
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