"Social Security: Your Questions Answered" and "Healthcare and Your Retirement" 028
Social Security will likely be the foundation of your retirement income. Before you retire, it’s important to understand your options and the effect your decisions have on your retirement. How does Social Security fit into my retirement income plan? When should I start taking benefits? What about taxes? What role will Medicare play during your retirement?
The increasing cost of health care is a growing concern for current and future retirees. In fact, 25 years ago, retirees spent almost twice as much on food as on health care; now the amounts are nearly equal.*
We'll discuss Medicare coverage and traditional medical expenses, long-term medical care expenses, strategies for addressing uncovered expenses.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice.
You should consult your attorney or qualified tax advisor regarding your situation.
*Source: The Federal Reserve and Edward Jones estimates.
The contents of this presentation are for informational purposes only. Edward Jones doesn't offer health insurance; however, we believe discussing the impact of health care costs within your retirement strategy is important, especially considering that rising health care costs may affect many investors approaching retirement. While the information is believed to be accurate, its accuracy and completeness are not guaranteed and are subject to change without notice. You should rely on Medicare for complete program details. For more information on Medicare, visit www.medicare.gov
PLEASE NOTE: Our instructors are hired to teach general concepts to groups of students, not to provide specific investment advice to individuals. Students should consult their own financial advisor or attorney before making any investment decisions based on specific examples used by our instructors.
Wednesday 6:00 PM - 8:00 PM|
Virtual Off site
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