Our Keynote Speaker, Ms. Mary Beth Franklin is a contributing editor at Investment News. As a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker.
Ms. Franklin will present:
The Three-Legged Stool is Dead which will focus on the need for advises and clients to consider a wide-range of income sources in retirement. In addition to smart Social Security claiming strategies, which will remain an important decision even after the creative claiming options disappear, advisers may have to get creative, factoring home equity, annuities and possibly continued employment into the income mix.
Ms. Franklin’s second session, The Ticking Time Bomb focuses on taxes in retirement. While most workers were attracted to the tax-deferred aspects of 401(k)s and similar retirement plans during their careers, it means every dime withdrawn in retirement will be taxed at ordinary income rates. Many retirees are surprised to learn that Medicare Part B and D premiums are tied to income based on modified adjusted gross income. Single individuals with MAGIs that exceed $85,000 and married couples with MAGIs that exceed $170,000 are subject to monthly Medicare premium surcharges that can substantially boost healthcare costs income needs in retirement.
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