Paying for Care: Understanding Medicare and Tax-Smart IRA Strategies
About this Event
Planning for the costs of aging can feel overwhelming, but the right information can help you make confident decisions for your future. Join us for an informative seminar that explores two critical components of retirement planning: understanding Medicare coverage and leveraging tax-smart IRA strategies to help pay for long-term care and other healthcare expenses.
Eric Marshall of Seniors Choice will provide valuable insights into Medicare, including enrollment timelines, coverage options, common misconceptions, and how to avoid costly mistakes. Jason Lenagh of Enlightened Financial Planning will discuss strategic IRA planning techniques that may help reduce taxes, preserve assets, and create greater flexibility when funding future care needs.
Whether you're approaching retirement, helping aging parents navigate their options, or looking to strengthen your long-term financial plan, this seminar will provide practical guidance and actionable takeaways.
This educational event is proudly sponsored by Graceful Senior Transitions.
Where is it happening?
Event Location & Nearby Stays:
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