Post Retirement Plans

Post Retirement Plans

Our post-retirement planning services encompass essential aspects such as Required Minimum Distributions (RMDs), Medicare, and Medicaid to ensure you enjoy a fulfilling and worry-free retirement

Important things to consider in post-retirement plan:

Required Minimum Distributions (RMDs)

As you enter the post-retirement phase, managing Required Minimum Distributions becomes a crucial aspect of your financial strategy. We work closely with you to navigate the complexities of RMDs, ensuring compliance with IRS regulations while optimizing your income stream

Medicare Planning

Healthcare considerations are paramount in retirement, and understanding the ins and outs of Medicare is key to maintaining your well-being. We guide you through the Medicare landscape, helping you make informed decisions about coverage options, enrollment periods, and supplementary plans.

Medicaid Assistance

For those with more complex healthcare needs, understanding Medicaid and its intricacies is crucial. We provide assistance in navigating the Medicaid landscape, exploring eligibility criteria, and strategizing to protect your assets while accessing essential healthcare services.

NorthStar Portfolio Investments NorthStar Portfolio Investments

NorthStar Portfolio Investments, LLC
80 Fourth ST, Stamford, CT 06905
+1 203-343-0880

NOTE: Past performance is no guarantee of future results. A risk of loss is involved with investments in capital markets. Please consider investment actions in light of your goals, objectives, cash flow needs, time horizon and other lasting factors.