Alliance On Aging February 2012 Newsletter

February 2012

@aoa . . . e-news from the Alliance on Aging

New Year, New Look!

Visit our newly designed website at: www.allianceonaging.org.

You'll find information on all of AoA's programs, events and news. Make an online donation. Read the history of AoA. Become a member. Print a Senior Resource List. Visit Spirals, the uncommon benefit store. Read our Report to the Community. You can even register to vote by clicking on our Advocacy page. Stop by often, we look forward to seeing you!

So you've scheduled a tax appointment . . . now what?

1. Gather all financial records keeping W-2s & 1099s together.

2. If possible, bring your 2010 tax returns for review.

3. Be sure to bring a picture ID to your appointment.

If you haven't already scheduled a time to have your taxes prepared, call Michelle Lopez at the Alliance on Aging. She can be reached at 831-655-4241.

click here to learn more about the program

Did Your Medicare Advantage Freedom Blue Terminate?

Are you dissatisfied with your Medicare Advantage coverage? We're here to help! Call for a free consultation regarding what choices are available for replacing your policy. The window of time to replace your Medicare Advantage coverage is limited so don't delay any longer!

Contact one of our Medicare Specialists at 800-434-0222 or click here for more information.

It's Boomer Time Again!

Our Medicare Basics for Boomers class is coming to the Marina Library. This three session class will provide you with essential information & answers to plan for changes that are just around the corner.

click here for dates and times

Senator Saunders Champions Older Americans Act

On January 26th Senator Bernie Saunders (I-VT) introduced legislation to reauthorize the Older Americans Act.

click here to read more

Give a Gift of Stock

Appreciated securities can be a double gift. Not only do they benefit the wonderful programs of Alliance on Aging, but there are advantages to you, the donor! If you have held the securities for more than 12 months, you may be entitled to a tax deduction on both federal and state returns of the stock's fair market value. That way, you don't pay capital gains tax. Now that's really a win-win!

The information to provide to your broker for wire transfer is: Morgan Stanley Smith Barney

DTC No. 0418, Account No.:

593-10881-15-006.

Please consult your tax advisor for additional information and contact Alliance on Aging to notify us of your plans to transfer your stock.

Development Director, Michelle Noseworthy 831.655.4243.

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