Episode 9 of Retire Hour. Larry Kloefkorn joins Matt in the studio to talk about a pair of brothers that came into his office needs to help their mother with various issues and how his team was able to help them with each and every concern. Bill Vawter came in to talk about some of the costs that are associated with Medicare. Joshua Cicora, CPA with Market Tax Services, goes over some of the tax filing statuses available to you. Estate planning attorney Gerald Eidelman reviews special types of trusts that can help protect your assets in special circumstances.
0:00 Intro
1:00 Sandwich Generation
17:55 Medicare Costs
27:07 Different Filing Statuses
28:12 Single Filing
28:43 Married Filing
29:03 Head of Household
30:35 Widow/Widower
31:23 Married Filing Separate
32:57 Why File Separate?
33:47 Student Loans
34:51 Medical Expenses
35:30 Social Security
36:03 Roth IRA Conversions
37:06 Annulments
37:57 Amendments
41:25 Special Needs Trust
43:51 Disqualifying Assets
45:40 Trustees
46:30 Heirs/Beneficiaries
47:56 Provocation
