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Marlene - Mind Map
- Marlene Family Office Services
- Values
- Money
- Community Service
- Goals
- Dangers
- Tax Rates Rise
- Beneficiary Designations are incorrect
- Healthcare inflation will require out of pocket payments
- Opportunities
- Reduce exposure to future tax increases
- Reduce longevity risks
- Strengths
- IRA is not being used for income now
- Healthcare is paid for and has top insurance
- Long term care policy is in place
- Relationships
- Family and Employer
- The Family
- Brother
- Inheritance
- Giving
- Partner
- Inheritance
- Giving
- Employer
- Assets
- Human Capital
- ER
- Comp
- Benefits
- Pension
- Financial Capital
- 401k
- TD Ameritrade Accounts
- IRA
- Property
- Home
- San Ramon
- Social Capital
- Social Security
- $2,154 mo gross $25,848 annually
- $1,465 net $17,583 annually
- $488.40 Fed WH $5860
- $187.50 IRMAA Part B
- $13.30 IRMAA Part D
- Pension
- $5819 gross $69,828
- $4538 net $54,456
- $967 Fed WH $11604
- $313 State WH $3756
- Retirement Medical
- $2,151
- Long Term Care Policy
- $232 daily $6960 mo
- 90 Day wait
- Lifetime Benefit Period
- $ 2581 Premium
- Advisors
- 360 Family Resources
- Property & Liability
- Life Insurance
- Legal
- Will or Trust
- Yes
- 5 Years Old?
- Power of Atty Healthcare
- Power of Atty Financial
- Spending Process
- Wellness and Healthcare
- Medicare
- Current Coverage
- Plan F Medical
- 2018 Costs
- $ Deductible
- 0% Co Pay
- Retrieve 2018 health cost data
- Dental
- $
- Glasses
- $
- Hospital
- $
- Savings Targets
- Retirement Target Date
- 2013
- Family Events
- Future Purchases
- Home & Real Estate Purchase/Sell
- Spending Targets
- $105,000 annually
- Interests
- Annual Travel/Vacation
- Roth IRA Conversion
- Tax Free Withdrawals
- Proceeds Grow Tax Free
- IRA RMD's impose unwanted ordinary income.
- If RMDS begin - they have to continue the same way for Beneficiaries.
- Your tax rate now versus later
- Are Ordinary Rates Likely To Go Higher or Lower?
- Beneficiaries won't have Parents rate
- Facts for Calculations
- Cross Over Age
- Tax $ being Pre Paid
- Income Tax Data
- 2017
- 2016
- 2018
- 2019
- Advisors
- CPA
- Family Office
- Future Plans for your Estate
- Beneficiaries Pay No Taxes
- Remove risk of future income tax increases
- Income
- Social Security
- Medicare
- Followup Indicated
- Add 2017 1040 to BNA
- Model one year at a time to the next bracket up.
- Model 102500 and indicate what bracket that goes to and how much it fills up that bracket...
- If it exceeds a bracket how much more to the top of that bracket?
- Confirm the Part B and D tax increase in the illustrations from Tax Planner...note Marlene said the $100,000 income adds $4,000 in Medicare taxes.
- Roth Conversion Reports to Marlene
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