You understand Original Medicare and know the enrollment timeline. Now comes the big decision: how will you fill the gaps in your Medicare coverage?
Now that you know when to enroll in Medicare, let's talk about what you're actually enrolling in. Medicare can seem like alphabet soup, but we're going to break it down in plain English.
Your Medicare timeline: When to enroll and why it matters.
So you're turning 65 soon. You know you need Medicare, but when exactly should you enroll? And what happens if you miss the deadline?
Turning 65? LMCU has your back.
Congratulations on approaching a major milestone! Turning 65 is exciting — but let's be honest, the Medicare maze that comes with it? Not so much.
Here are some options for getting the most out of multiple retirement accounts.
You may have had multiple jobs over your career, and left behind retirement account balances of critical building blocks for your retirement. Here is a short guide to your options of what to do with a retirement account left with a former employer:
Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment representative? Have you built the same kind of trusting relationship with him or her? Your investment representative could be a resource to tap for financial planning information through the many stages of your life.
After years of investing for retirement and other goals, you may have accumulated a substantial portfolio. If you’re approaching or already enjoying retirement, there are important steps that you can take to help ensure that your investment plan -- and your nest egg -- is on track for your Golden Years.
From mom-and-pop businesses to Fortune 500 companies, our Max Wealth Management team can help you find a retirement plan appropriate for your needs. We walk you through all of the options, and take care of everything from the paperwork to monitoring and communicating your plan’s performance.
Whether you’re establishing a new plan or looking for a more proactive financial partner to educate your employees on the market, our dream team of Trustees, LPL Financial Advisors, Client Service Associates, and Third-Party Administrators work together to coordinate and execute a plan that’s specific to you and your employees.
Americans are living longer, healthier, and more active lives than ever. That means saving for a longer retirement is critical.
