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Financial Literacy Education

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Event details

Our discussion group strives to educate each other on financial matters:

* Medicare & supplements plans, advantage plans, drug plans

* Social security, retirement, IRA

RMD, QLAC

RMD - required minimum withdraw from IRAs when one reaches age 72.

QLAC - qualified longevity annuity contract - 13500 dollars are shielded from

RMD if that amount is put into QLAC and withdrawn after age 85.

* Investment vehicles (e.g. stock, bond, commodities, convertibles, annuities,
etc.)

Health maintenance

* Computer software, security, and hardware

  • Time
    Nov 01, 2021 10:00 AM — Nov 01, 2021 12:00 PM