Social Security, Medicare and Long Term Care Planning, Estate Planning

2920 North Eastman Road,Longview TX 75605

10 March, 2022

Description

Social Security, Estate Planning, Medicare & Medicaid Strategies Thank you to our host, Brookdale Senior Living Learn the difference between Medicare and Medicare Advantage Plans Learn the top 5 mistakes in Estate planning and how to avoid them Learn why waiting to take Social Security may or may not be the best move for your spouse Learn how to use the Roth Conversion option to create TAX FREE lifetime income benefits for you and your spouse Learn the difference between Wills and Trusts Learn strategies that teach you how to structure RMD’s Tax Efficiently