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The closer you get to age 65, the more you should be thinking about your Medicare-related options. With so many plans to choose from, how do you know which one is right for you?
Key Topics:
Eligibility & Enrollment
What you should know before enrolling in a Medicare plan and how to enroll when the time comes.
Medicare Parts & Plans
Fully understanding the “Alphabet Soup” of Part A, B, C and D, along with Plans A through N, can be daunting.
Long Term Care
We’ll discuss how to pay for care that insurance doesn’t cover in order to address rising health care costs and that best fit your needs.
A focus on tax diversification and tax-advantage planning. Plus, strategies designed to accomplish common objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and more!
Key Topics:
Reduce Taxes
Learn how your benefits might be taxed and how to reduce or potentially eliminate taxes in retirement.
Claiming Strategies
Strategies to combine Social Security, Ordinary Income, and Capital Gains to maximize your income, while reducing annual taxes.
Legislation Updates
How new tax laws may affect your retirement planning and future income expectations, include what to expect as the TCJA expires.
Learn about ways you can create a plan for your retirement by utilizing different strategies for each of your accounts.
Key Topics:
Cash, Protection, Risk
Understand how to define your risk tolerance when it comes to planning your retirement finances.
Accumulation VS Distribution
Learn about the transition from saving to spending and how to plan for these changes.
Investment Options
Understand the risks and benefits of different investment vehicles like bonds, mutual funds, stocks, annuities and more.
Why us?
Trusted experts with years of experience.
At Milestone Educators, we are dedicated to guiding you on your retirement journey with expertise, integrity, and a personalized approach. Our team of Medicare and financial experts is committed to helping you realize your full retirement potential, one class at a time.
Our hope is to empower you with the knowledge and tools to make informed decisions and for you to enter your retirement years with confidence.
A decade of proven expertise.
who have attended our workshops.
of courses taught per year.