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For accommodations of individuals with special needs at meetings, please call 847.499.3454. Calling the agent will direct you to a licensed sales agent.
Taxes in Retirement
In this course, you will learn to:
- Understand the potential impact of taxes on retirement income
- Navigate the tax code when positioning assets to generate income
- Leave a tax-free and tax-favored legacy
- The SECURE Act 2.0 law was recently passed; find out how it may affect your retirement
Check back soon for more tax events!
In this course, you will learn:
- How Medicare works and what each of the plan options entails
- Enrollment periods to help avoid unnecessary penalties
- How to choose a Medicare Part D prescription drug plan
- What are Medigap Plans and how they work
Check back soon for more Medicare events!
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