Presented by J. Sayre Payne, Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc.
Making the Most of Your Retirement Assets - February 3
~ The importance of defining your vision for a fulfilling life in retirement.
~ Tax considerations and investing strategies for your retirement accounts, including Roth IRA conversion.
~ Diversification for your retirement portfolio and maintain a longer-term perspective.
Protecting Your Wealth From Healthcare Costs in Retirement - February 10
~ Estimate your annual healthcare costs in retirement, including those not covered by Medicare.
~ Protect yourself against the costs of a significant health event that may require long-term care.
~ Integrate your healthcare costs into your overall retirement strategy.
Social Security and You: Potential Strategies For Maximizing Benefits - February 17
~ Who is eligible for benefits?
~ Factors to consider before taking benefits.
~ When is the appropriate time to start taking benefits?
~ Strategies for potentially maximizing benefits.
Springboro Library Branch
These one-hour programs are free and open to adults ages 18 and up. Seating on a first come basis.