Aug. 30, 2020
Changing Situations
Episode 13 of Retire Hour. Matt Goolsby hosts and the first guest is Larry Kloefkorn from Market Advisory Group. Larry and Matt talk about some recent meetings Larry has had with clients that have a pension plan with a former employer and how to handle them going forward. Bill Vawter, of Market Medicare Advisors, stops by to go over the pros and cons between traditional medicare and medicare advantage. Gerald Eidelman, of Eidelman Law Firm, talks about the advantages of setting up your business if you want to retire but still work or subcontract. Joshua Cicora, CPA at Market Tax Services, discusses charitable deductions, some of the limits that may affect you and some ways to maximize those deductions.
