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Planning for Health Care in Retirement

Speaker:  Jim Dowling, CFA® - Senior Vice President, Fidelity Institutional Asset Management

Details/Description: Virtual and interactive. Out-of-pocket health care expenses are estimated to total approximately $285,000 for a 65-year-old couple. How can you prepare for and manage these expenses? We will address steps that you can take now to plan for your future and answer the following questions:

  • What are your Medicare options? Part A, Part B, Part C, Part D, and Medigap

  • How does your income impact your premiums?

  • What do you need to know about Medicare and working beyond age 65?

  • What questions should you ask when considering healthcare plans?

  • How can you group your sources of income to plan for and pay for these expenses?

  • What are the key dates for Medicare that you need to know?

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August 20

Preparing for Retirement with Social Security

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September 2

Responding to the COVID-19 Crisis - CARES Act and Administrative Guidance for Retirement Plan Sponsors