08.31.10
Family and Succession Planning for the Business Owner – Albuquerque, New Mexico, August 31, 2010
Materials and links referenced in August 31, 2010 presentation in Albuquerque, New Mexico:
- Developments of Interest – recent developments
- 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
