Medicare Annual Enrollment is Now
https://blog.kao.kendal.org/medicare-annual-enrollment-is-now
Medicare Supplemental (Medigap), Medicare Advantage Plan or Part D drug coverage, this is the time to review your current plan and make sure it still provides the best coverage and the best value. Kendal at Oberlin, a life plan community, is fortunate to have an insurance coordinator on staff to help
Your Generosity May Reduce Your Taxes
https://blog.kao.kendal.org/your-generosity-may-reduce-your-taxes
income. Keep Donation and Medical Expense Receipts in One Place During a recent Kendal Zoom meeting on taxes with Oberlin CPA Vance DeBouter, a member of Kendal at Oberlin’s finance committee, residents were encouraged to pull out a shoebox to keep tax receipts all in one place. For older adults
Filing for 2020 Federal IncomeTax: What is New?
https://blog.kao.kendal.org/filing-for-2020-federal-incometax-what-is-new
and the portion of the monthly fee attributable to medical care paid by continuing care retirement community residents is deductible as medical expenses. “Most Kendal at Oberlin residents receive a significant tax deduction for the medical component of the monthly fee. New residents receive an even
It’s Tax Time - Tax Tips for Seniors
https://blog.kao.kendal.org/its-tax-time
available but why bother. “If you file a paper return the processing time could be up to a year, possibly more,” says Oberlin CPA Vance DeBouter. Vance is a member of Kendal at Oberlin’s Finance Committee and a former Board member. “The use of paper forms instead of a software package also requires
{Webinar} Retirement Living Plans in an Uncertain Environment
https://blog.kao.kendal.org/retirement-living-plans-in-an-uncertain-environment
be able to leave money to family and/or charities? “Then ask yourself, ‘How does the current situation affect my plan?’” Brad says. Here are 3 tips from Brad to help you answer that question, which he outlined in an hour-long webinar prepared for Kendal at Oberlin and five other Kendal affiliates
The ABCs of RMDs
https://blog.kao.kendal.org/the-abcs-of-rmds
to help you evaluate a life plan community! Download My Copy In the past, Molly Kavanaugh frequently wrote about Kendal at Oberlin for the Cleveland Plain Dealer, where she was a reporter for 16 years. Now we are happy to have her writing for the Kendal at Oberlin Community. About Kendal
Stay Up-to-Date on Scams
https://blog.kao.kendal.org/stay-up-to-date-on-scams
In the past, Molly Kavanaugh frequently wrote about Kendal at Oberlin for the Cleveland Plain Dealer, where she was a reporter for 16 years. Now we are happy to have her writing for the Kendal at Oberlin Community. About Kendal at Oberlin: Kendal is a nonprofit life plan community serving older adults
