Lunch & Learn-2018 Retirement Planning
Date and Time
Wednesday Mar 14, 2018
12:00 PM - 1:30 PM EDT
March 14th at 12 p.m
Location
10000 Cambridge Village Loop
Apex NC 27502
Fees/Admission
Please RSVP
skelly@cvsliving.com
Description
Do you have questions about the NEW 2018 Long-Term Care Insurance, Social Security or Tax Decisions?
Have them answered at a FREE lunch & learn with Stratos Wealth Partners. Briant Sikorski will focus on how these changes can effect your retirement planning.
Topics Discussed
- New Long-Term Care (LTC) Insurance Decisions
- Traditional LTC
- LTC/Life Asset-Based Products
- Annuity/LTC
- Life Insurance With LTC Rider
- New Social Security Decisions
- Restricted application
- Coordinating benefits
- Survivor benefits
- Divorcee benefits
- Remarriage and Social Security
- New Tax Decisions
- Lower tax rates for individuals, estates and businesses
- Individual mandate to purchase insurance repealed
- Changes to deductions
- Changes to the way businesses are taxed
- Five income tax planning strategies to consider