Benes & Bucks

Published: Nov. 28, 2022, 7:24 p.m.

b'November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA\\xae, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP\\xae. Karen and Tammy will discuss the retirement topics that cross the line. The line between your Federal benefit decisions and your financial planning, that is!\\n\\nIs Medicare Part B necessary and if so, how do you present this information to your clients/students?\\nSocial Security claiming strategies: Early or later?\\nSurvivor benefit elections\\nDetermining the need for life insurance at pre-retirement\\nIs LTC insurance for everyone? How does this coverage affect the family?\\nFor questions or comments, email us in advance at ForYourBenefit@nitpinc.com'