Medicare

Displaying 120 results

Topic

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

Topic

Medicare and health savings accounts don’t mix

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

Topic

Medicare IRMAA surcharges to be adjusted for inflation in 2020

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

Topic

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.

Topic

Clients worry about future Social Security cuts

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

Topic

Social Security and Medicare issues get personal

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

Topic

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

Breaking up the numbers can replace the panic with planning.

Topic

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.

Topic

Educate clients on the reality of Social Security benefits

Lower Social Security income is not just a possibility.

Topic

Confusion around Medicare enrollment

Tools and courses can help advisers guide clients through deadlines and choices

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