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The Medicare Transition: Planning Considerations at Retirement

Financial & Tax Planning

 

Medicare eligibility is often viewed as a milestone, yet the decisions surrounding it are rarely isolated.

This recorded Heritage Legacy Series webinar explores how Medicare considerations intersect with broader retirement planning, including timing, income-related premiums, and policy changes.

Joined by Margo Steinlage Kreider, J.D., from Steinlage Insurance Agency, the discussion examines the rules and nuances that can influence planning both before and after enrollment, particularly as regulatory changes.

Watch the recording to learn more!
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