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How proposals to tax more wages could boost Social Security benefits — or not

How proposals to tax more wages could boost Social Security benefits — or not

Dec 19, 2019

One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.

Medicare and health savings accounts don’t mix

Medicare and health savings accounts don’t mix

Dec 11, 2019

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

Social Security’s outdated rules

Social Security’s outdated rules

Dec 4, 2019

Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients.

Timing is crucial for Social Security earnings test

Timing is crucial for Social Security earnings test

Nov 26, 2019

Higher limits apply in the year a worker reaches full retirement age.

An adviser’s journey to happiness

An adviser’s journey to happiness

Nov 15, 2019

Financial Freedom Wealth Management Group's Julia Carlson on 'the art of delegation'.

Medicare premium increase and IRMAA surcharges announced for 2020

Medicare premium increase and IRMAA surcharges announced for 2020

Nov 11, 2019

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

Guiding clients through the Medicare maze

Guiding clients through the Medicare maze

Nov 11, 2019

Working with independent health insurance brokers can save time, money.

Why more seniors are working longer

Why more seniors are working longer

Oct 24, 2019

Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce.

Why more seniors are working longer

Oct 24, 2019

Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce.

Medicare 2020 open enrollment begins Tuesday

Medicare 2020 open enrollment begins Tuesday

Oct 15, 2019

Retirees can save money by reviewing new Medicare advantage and drug plan options for next year.

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