How Did we Get Here?: The long journey to change
A review of the process for implementing the new rules affecting eligibility for pension benefits.
Change is in the air: It doesn’t smell so bad
This session will review the three major changes impact the following: (1) Net Worth criteria; (2) Look-Back and Transfer Penalties (which also preclude the purchase of most annuities); and (3) clarification of allowed medical deductions
Trust in the new planning options: Transfers, Trusts, Annuities, etc.
A review of strategies to ensure financial eligibility considering the net worth and income of an applicant.
Form, Forms, and more Forms
This session will cover the changes to forms for application process as well as step by step application timeline for pension benefits.