Medicare

Displaying 134 results

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Medicare questions spike as boomers work past 65

Financial advisers are being bombarded with questions about whether clients need to enroll in Medicare.

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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.

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Medicare premiums, surcharges to rise slightly in 2021

Income brackets to be adjusted for inflation for high-income retirees next year

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No escaping IRMAAs by switching to Medicare Advantage

High-income surcharges apply regardless of how clients receive Medicare coverage

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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

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No plan to end payroll tax permanently, White House says

Trump has suggested getting rid of the taxes several times recently, a move that threatens the solvency of Social Security and Medicare

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Medicare enrollment goes online during pandemic

Job loss is reason to appeal a Medicare surcharge, but skipping a required minimum distribution is not

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Medicare enrollment complicated by the pandemic

Newly eligible individuals can apply online, but some older workers who lose their jobs can’t

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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

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Trump’s proposed payroll tax holiday could hurt the economy more than it helps

In a speech Wednesday, the president said he would pressure Congress to suspend Social Security and Medicare taxes for the rest of the year

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No fun: A vacation-home sale can raise Medicare premiums

A one-time income hike triggers a temporary high-income surcharge

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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

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Medicare and health savings accounts don’t mix

Unwary older workers can face tax penalties for funding an HSA after 65.

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Medicare premium increase and IRMAA surcharges announced for 2020

High-income surcharges will be adjusted for inflation for the first time in a decade

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Medicare IRMAA surcharges to be adjusted for inflation in 2020

Indexing will slow the rise in Medicare premiums for some retirees.

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When to buy Medigap insurance

Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.

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Clients worry about future Social Security cuts

Advisers need to monitor the political landscape and develop backup plans.

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Social Security and Medicare issues get personal

Forced to slow down, columnist has a lot of think about

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Don’t be unnerved by health-care cost estimates for retirement

Breaking up the numbers can replace the panic with planning.

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Why healthy clients need to save more for retirement

Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs.