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Retirement Compass

Jul 23, 2020

They go over:

- The rules

- Planning for taxes in regards to how you take it 

- What people can do before they retire to help mitigate the tax burden on their Social Security income

Jul 23, 2020

Talking points include:

- Experiences with clients on what to do if offered one of these packages

- Health insurance is a huge factor - is a Cobra plan part of the package?

- Do you qualify for a subsidy for insurance under the Affordable Care Act?

- Don't let your emotions cloud your decision on whether to accept a VSP