Advanced Retirement Strategies (A Brown Bag Learning Series Workshop) - Part II
Presented by Steve Pessotti, Society for Financial Awareness (SOFA)
Join us as we continue discussing advanced retirement strategies as part of our recent Brown Bag Learning Series. The workshop will cover:
- Nursing home/Medicaid rules- Learn about 5 year look back and asset limitations for single and married tax payers.
- Fixed and Fixed Indexed Annuities- Learn how they provide principle guarantees and tax deferred growth.
- Lifetime Income Annuities- Create an income like social security that you can’t outlive.
- Lump Sum vs. Pension Income Payouts- Learn about the benefits and disadvantages.
- Social Security- Learn about major rule changes effective in 2016.
*Disclaimer: This is an educational workshop. We are not attorneys and we are not providing legal advice.