Social Security, Health Care & Your Retirement Plan

Social Security will likely be the foundation of your retirement income. Before your retires, it’s important to understand your options and the affect your decisions have on your retirement. We will discuss: How Social Security fits into your retirement income plan? When you should start taking benefits? What about taxes? 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 health care; now the amounts are nearly equal. We will discuss: Medicare coverage and traditional medical expenses. long-term medical care expenses and strategies for addressing uncovered expenses. 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. 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. The Medicare portion of this meeting is for educational purposes only. 

 March 2019 
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  Sheri Johnston


Twin Oaks Middle School : TO 209
Thursday, Mar 7
6:30 - 8:30 PM

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