Displaying 70 results
New option for Social Security training
The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
Beware: Enrolling in Medicare can nix contributing to an HSA
HSAs have no annual use-it-or-lose-it requirements, and balances can be carried forward from year to year and withdrawn tax-free in retirement to pay for medical expenses, such as Medicare and long-term care premiums — but not Medigap premiums.
INmail: Is your clients’ MAGI information up to date?
The IRMAA surcharges outlined in notification letters apply only to 2021 Medicare premiums based on 2019 tax returns.
Medicare premiums, surcharges to rise slightly in 2021
Income brackets to be adjusted for inflation for high-income retirees next year
No escaping IRMAAs by switching to Medicare Advantage
High-income surcharges apply regardless of how clients receive Medicare coverage
Medicare 2021 open enrollment begins Oct. 15
Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year
INmail: Signing up for Medicare nixes HSA contributions
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
Medicare enrollment complicated by the pandemic
Newly eligible individuals can apply online, but some older workers who lose their jobs can’t
Singles, survivors most affected by Medicare surcharges
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
No fun: A vacation-home sale can raise Medicare premiums
A one-time income hike triggers a temporary high-income surcharge
It’s do-over season for Medicare Advantage plans
Members can switch health and drug plans during the annual open enrollment, which runs through March
Medicare premium increase and IRMAA surcharges announced for 2020
High-income surcharges will be adjusted for inflation for the first time in a decade
Medicare 2020 open enrollment begins Tuesday
Retirees can save money by reviewing new Medicare advantage and drug plan options for next year.
Trump to outline new vision for Medicare
An executive order regarding the Medicare system is titled "Protecting Medicare from Socialist Destruction."
Medicare IRMAA surcharges to be adjusted for inflation in 2020
Indexing will slow the rise in Medicare premiums for some retirees.
Democrats offer `Medicare for All’ bill to transform health care
Measure would replace almost all private health insurance.
Medicare high-income surcharges to increase in 2019
New top tier added for ultra-high-income retirees next year.
Medicare high-income surcharges to increase in 2019
New top tier added for ultra-high-income retirees next year.
A guide to Medicare open enrollment
Medicare enrollees should review their drug coverage and Advantage plans for 2019.
Beware: Medicare surcharges can change throughout year based on latest tax return
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
