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Financial advisers are being bombarded with questions about whether clients need to enroll in Medicare.
The IRMAA surcharges outlined in notification letters apply only to 2021 Medicare premiums based on 2019 tax returns.
Income brackets to be adjusted for inflation for high-income retirees next year
High-income surcharges apply regardless of how clients receive Medicare coverage
Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year
Trump has suggested getting rid of the taxes several times recently, a move that threatens the solvency of Social Security and Medicare
Job loss is reason to appeal a Medicare surcharge, but skipping a required minimum distribution is not
Newly eligible individuals can apply online, but some older workers who lose their jobs can’t
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
In a speech Wednesday, the president said he would pressure Congress to suspend Social Security and Medicare taxes for the rest of the year
A one-time income hike triggers a temporary high-income surcharge
Members can switch health and drug plans during the annual open enrollment, which runs through March
Unwary older workers can face tax penalties for funding an HSA after 65.
High-income surcharges will be adjusted for inflation for the first time in a decade
Indexing will slow the rise in Medicare premiums for some retirees.
Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.
Advisers need to monitor the political landscape and develop backup plans.
Forced to slow down, columnist has a lot of think about
Breaking up the numbers can replace the panic with planning.
Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs.
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