How We Work

AAA Retire educates individuals and families to navigate the complexities of governmental programs. Understanding Medicare, Social Security, and Medicaid can be a daunting task. How can you make educated decisions, some that have little or no room for error, about the benefits you are entitled to?

The faculty at AAA Retire has over a century of experience in coaching individuals and families to be in the best position to succeed. They help guide those they serve to answer some of these questions:

  • What is the best way to spend my life savings in retirement?
  • Should I start Social Security at 62, at full retirement age, at 70, or some other age?
  • Will my decision to start Social Security hurt my spouse financially?
  • Should I convert some of my retirement savings to a ROTH IRA?
  • How will my income two years ago impact my Medicare premium when I retire?
  • Will I pay over 300% more for my Medicare premium or can I pay $0?
  • Is a $0 pay Medicare plan my best option? What might I be leaving on the table?
  • What are the tax implications of an HSA account when I am entering retirement?
  • How can I create a sustainable, predictable, durable lifetime income?

Our educational events, videos, and other resources can help you answer the above and other questions you may have. Call us today at 1-800-978-7953 to schedule a time to talk to one of our retirement planning coaches who will share with you some of our tried and true planning techniques.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  1-800-978-7953