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Blog : Retirement Planning for LGBT Couples

Tips for Retirement Planning

Financial Advisor Retirement Planning Retirement Planning for LGBT Couples October 18, 2017 Author: Woody Derricks

Retirement planning is always a hot topic. Whether you’re a Baby Boomer or a member of Generation X, retirement will be here before you know it. The earlier you plan, the better off you’ll be when you’re ready to say goodbye to your full-time career. Will you be able to retire when you want? Will […]

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Medicare Basics – Newsletter

Medicare Partnership Wealth Management Newsletters Retirement Planning Retirement Planning for LGBT Couples August 30, 2016 Author: Woody Derricks

Medicare Basics (6/2016 Newsletter) When can you sign up? Most people will become eligible for Medicare at age 65 and can sign up as early as three months prior to their 65th birthday and as late as three months after. If you apply prior to the month in which you turn 65, coverage should begin […]

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Retirement Planning for Gay Couples – Part 2

Retirement Planning for LGBT Couples July 30, 2016 Author: Woody Derricks

Retirement Planning for Gay Couples, Part 2: Estate Tax, Wills, Health Care   An earlier blog post covered retirement planning for gay couples related to Social Security, Medicare, and retirement benefits. This post covers estate taxes, wills and health care. Estate Taxes Same-sex couples are not longer subject to a maximum 40% federal estate tax […]

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Retirement Planning for Gay Couples – Part 1

Retirement Planning Retirement Planning for LGBT Couples June 15, 2016 Author: Woody Derricks

Retirement Planning for Gay Couples, Part 1: Social Security, Medicare, Retirement Benefits Retirement planning has just gotten a bit easier for same-sex married couples. In 2015, the U.S. Supreme Court determined in Obergefell v. Hodges that same-sex couples have a constitutional right to marry in all states and have their marriages recognized by other states.  […]

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