07.19.10
Financial, Estate and Tax Planning for Individuals Over 55 (July 19, 2010)
Materials and links referenced in November 12, 2009 presentation in Las Vegas, Nevada
- Immediate Annuities – resource for getting the price of giving retiree an assured (or at least as assured as insurance can be) lifetime income stream. Good for a “reality check” for retirement planning.
- AARP Reverse Mortgage resource page – resource page provided by AARP for retirees thinking about a reverse mortgage
- Analyze Now website – retirement issue site by Henry Heeled
- Social Security Administration Early or Late Retirement Calculator
- Social Security My Statement Page – page for information on annual statements and to request a statement
- Social Security Benefits Estimator – allows us to do “what if” simulations on social security benefits
- IRS Notice 2009-82 – Relief for individuals that received required distributions from plans in 2009
- IRS Life Expectancy Tables – the Appendix of Publication 590, containing the life expectancy tables for IRA and plan distributions
- Life and Death Planning for Retirement Benefits – link for purchase of Natalie Choate’s volume that is considered the key work on use of trusts for distributions from retirement plans.
- Medicare Premiums 2010 – revised 2010 limits and deductibles
- Part B Premiums Based on Income – 2010 premiums tied to 2008 adjusted gross income
- Medicare & You Handbook – produced by Center for Medicare Services to explain Medicare
- Physician Directory – Medicare provided physician directory, including information on participation
- Medicare Part D Information – Medicare page for Part D information
- Chosing a Medigap Policy – Publication of Medicare on standard Medigap policies
- Below is a Google Voice connect box. You can click on the button, provide your phone number, and Google will connect us toll free by calling you back and then, when you answer, calling me. The call is forwarded to me wherever I might be at the time. If I’m not available, you can leave a voice mail.
