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June 3, 2023 10:00 am
It's not easy to determine exactly what you'll need to live on in #retirement, that calculation is made even more difficult because there can be a few surprise expenses ... and some penalties that can last a lifetime!
In this video, Peter with Richon Planning and Erin Kennedy are breaking down some of those hidden penalties, in order of severity, starting with:
-the IRMAA Penalty
-the #Medicare Part B & D Penalty (this penalty is for life!)
-Inflation
-Taxes
At Richon Planning, we specialize in proactive planning that addresses each of these risks. If you would like to talk more about designing a holistic plan that addresses your unique goals, please feel free to reach out to Peter by calling (919) 300-5886 or by scheduling a free consultation at https://richonplanning.com/
#wealthmanagement #taxplanning #healthcare
