Showing 1 - 10 of 314 results
Five Tips Everyone Should Know About Medicare
https://www.transamerica.com/knowledge-place/five-tips-everyone-should-know-about-medicareFinancial Planning For Key Life Events
https://www.transamerica.com/knowledge-place/financial-planning-key-life-events
… highest interest loans first if they have debt. Signing up for their employer’s retirement plan, and contributing at least enough to get the full match. Building up their credit score by … minimum distributions and the tax implications so they aren’t surprised after they turn 70½. Medicare Speaking of health care, clients may need a basic tutorial on Medicare, including when and how to sign up. Discuss all the different parts and what makes sense …
Financial Planning Meets Big Job Changes During the Great Resignation
https://www.transamerica.com/knowledge-place/financial-planning-meets-big-job-changes-during-great-resignation
… the pros and the cons. ● Work is about more than wages. Consider the impact to retirement plan vesting, insurance, and paid time off. ● Employers may be ready to adjust to a client’s … monthly benefits and may not have considered how they’ll pay for health insurance prior to Medicare eligibility. For those planning an early exit, financial professionals may want to …
How to Prepare for Open Enrollment 2023
https://www.transamerica.com/knowledge-place/how-to-prepare-for-open-enrollmentGet the Facts on Social Security
https://www.transamerica.com/knowledge-place/get-facts-social-security-0
… to a government or railroad retirement program instead of Social Security. 5,6 Myth: Medicare is free Just like Social Security, Medicare requires you to have a record of earned … Medicare before you need them so you can accurately budget for them as part of your retirement plan. Want a plan that fills the gaps? Read up on Medigap plans , they’ll cost you more but can …
A Field Guide to Social Security
https://www.transamerica.com/field-guides/social-security
… It’s one of the most important financial decisions they’ll make as they build their retirement plan. Be sure to talk with them and their spouses about their individual circumstances. Do your … their monthly benefits. Even delaying a month can make a difference. Make sure they understand Medicare and FRA Starting at 65, another government benefit kicks in, whether your clients are …
Budget for the Retirement You Want
https://www.transamerica.com/knowledge-place/budget-retirement-you-wantHow the Inflation Reduction Act Could Benefit You
https://www.transamerica.com/knowledge-place/how-inflation-reduction-act-could-benefit-youAdvanced Markets
https://www.transamerica.com/why-transamerica/advanced-markets
… Trust funding Legislative updates IRAs Charitable strategies Gifting Small business retirement plans Social Security basics Medicare basics Resource library From tax strategies to year-end planning, we’re pleased to share … business owners leverage life insurance to protect and grow their businesses. Executive Bonus Plan Small Business Fact Finder Field Guide for Business Planning Using Life Insurance Quick …