Results for "medicare"
Displaying 118 results
November 17, 2018
Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...
August 26, 2014
The Affordable Care Act has changed how much high-income beneficiaries pay for premiums and the potential charges incurred for prescriptions, co-pays and deductibles, according to Sharon Carson, retirement strategist at J.P. Morgan Asset Management.
February 9, 2017
As many clients continue to work beyond the traditional retirement age of 65, financial advisers are often confronted with questions about the interaction of employer-provided health insurance, Medicare and health savings accounts. Health savings...
December 27, 2017
When financial advisers discuss Social Security benefits, it is usually in the context of counseling clients when to claim retirement benefits and the impact of that decision on the amount of survivor benefits for the remaining spouse. But one...
June 19, 2016
Many financial advisers have jaundiced opinions about reverse mortgages, but as Mary Beth Franklin noted in last week's issue of InvestmentNews, many of the weaknesses of the original reverse mortgages have been fixed. In other words, these...
May 15, 2016
What's the single biggest expense that your clients will face once they've retired? Housing? Recreation? How about health care costs? Between Medicare premiums and the portion of medical bills Medicare doesn't pay, health care costs are actually...
October 28, 2015
A budget agreement reached by congressional leaders and the White House would kill popular Social Security claiming strategies shortly after the measure becomes law, cutting off payments in midstream for beneficiaries, according to experts....
August 14, 2015
HSAs are the most tax-preferred savings vehicle we have in the United States today, according to Goodcare.com President Katy Votava. Find out to coordinate the use of these accounts with Medicare coverage.
July 8, 2017
The failure of congressional Republicans to pass a health-insurance reform bill to replace the Obama administration's Affordable Care Act has complicated the lives of financial planners and investment advisers in many ways. The most obvious...
June 20, 2016
The first of wave of baby boomers will hit an important milestone beginning July 1. Those earliest boomers born at the start of 1946 will turn 70½ in mid-summer, and will be followed at the rate of 10,000 people per day for the next 18 years....
May 23, 2016
A new report projecting health care costs for current and future retirees is chock full of scary numbers that should keep most financial planners up at night. But just as hiding under the covers during graphic horror flick scenes won't change...
August 13, 2015
The 2015 Social Security Board of Trustees annual report stated that some Medicare enrollees could see a 52% increase in their Medicare Part B premiums starting in January 2016! To understand how this is possible, a brief overview of Medicare...
September 28, 2018
If you are younger than 65, you probably wonder what all the fuss is about as you're bombarded with television ads for Medicare Advantage and prescription drug plans each fall. As a financial adviser, you should view the annual Medicare open...
September 25, 2016
It is fairly well-known that Americans are living longer and that medical costs are climbing. How advisers are dealing with these two trends is less clear. There is a good reason why, in the opening paragraph of his cover story last week, InvestmentNews...
June 22, 2017
More than 55 million Americans rely on Medicare for their health care coverage. Every day, another 10,000 people turn 65, making them eligible for the government-provided health insurance program. But the rules are complicated, and what you...
May 19, 2017
Mary Beth Franklin, contributing editor at InvestmentNews, and Katy Votava, president at Goodcare.com, discuss the rules you need to keep in mind to get the most out of these programs.
October 9, 2015
Hillary Clinton has a plan to prevent the next stock market crash. Step one: New fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that. Nirvana in a nutshell The juiciest tidbits...
April 6, 2016
The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts. It's the most significant change in the retirement and IRA marketplace since the ERISA law...
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