Please join us to explore the ins and outs of Medicare! For this class, participants are encouraged to attend and engage with the presenters/licensed health agents. We will discuss what it is, its history, the differences of Medicare vs Medicaid, eligibility, the different parts, how doctors and hospitals work with Medicare, what a Medicare supplement and part D plan are, how it works if you retire early and many rules associated with choosing a Medicare plan! We will help make it all make sense.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Learn about the following: The critical tax question you must answer BEFORE retirement What the Social Security “tax trap” is and how you can avoid it Why tapping assets in the wrong order can trigger higher Medicare premiums The four stages of retirement and important tax actions in each stage Mistakes to avoid when it comes to your investment portfolio, health care, and estate