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6 Results

  • Early Retirement - Exploring Your Health Insurance Options

    Early retirement can be an exciting time, but it can also bring a lot of questions. "What do I do about health insurance before I am eligible for Medicare?" Learn what to consider before leaving your employer group coverage, discover different options available to fill the gap before you become eligible for Medicare, and study the ins and outs of how to navigate MNSure, the Minnesota health insurance marketplace. Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.
  • NEW | Economic Update

    Learn how today’s headlines and economic indicators may impact your financial strategy so you can feel confident knowing you are still on the right path. Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.
  • NEW | Savvy IRA Planning

    The decisions you make today can have an impact on your overall retirement plan. Learn tax-saving strategies to help you get more out of your IRA. • 7 Strategies for IRA planning • 6 roll over options for your retirement plan funds • SECURE act changes to IRA planning • 3 common required minimum distributions mistakes • The difference between indirect and direct rollovers • How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security. • 3 different options for spousal IRA beneficiaries Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.
  • Retirement Income Planning

    Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? At this workshop you will learn: • Why you need a retirement income plan • 6 questions to ask before you retire • How to determine how much income you will need in retirement • The 4 primary sources of retirement income • 4 popular withdrawal strategies and the pros and cons of each • How retirement income is taxed • 5 tax planning strategies in retirement • A retirement income action plan Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.
    Starting Soon
  • Will Taxes Affect Your Retirement?

    It is critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than your fair share. Learn how future tax changes may create the potential for higher taxes, ways to create tax-free retirement income, how social security is taxed and how to work efficiently within current tax brackets. Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.
  • Write Your Own Will

    Prepare a will in class on the computer and learn about estate planning. Students should be comfortable using a computer, as work will be completed in a computer lab. Some prep work is required; a packet sent one emailed to you one week prior to class. This is a simple will class and not appropriate for those who have assets in excess of three million dollars or who need a trust. Instructor is an experienced estate planning attorney. Couples must register individually. Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.