If you are Medicare-eligible you’ve more than likely done a little research and want to tear your hair out or throw your computer against the wall in frustration. We’re here to help! We can help you decide whether it makes sense to look at other options or remain in your current plan – and how they ﬁt into your budget.
Everyone’s situation is diﬀerent. It’s not too late for retirees in their 60s when withdrawals are penalty free, RMDs haven’t yet kicked in and disbursements are likely to be taxed at a lower rate because the recipient is no longer working. Join us to learn more!