November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®. Karen and Tammy will discuss the retirement topics that cross the line. The line between your Federal benefit decisions and your financial planning, that is!

Is Medicare Part B necessary and if so, how do you present this information to your clients/students? Social Security claiming strategies: Early or later? Survivor benefit elections Determining the need for life insurance at pre-retirement Is LTC insurance for everyone? How does this coverage affect the family? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com