Category: Income-related monthly adjustment amount

How to minimize Medicare surcharges with life insurance and annuities

Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges Dec 7, 2015 @ 11:48 am By Katy Votava for InvestmentNews If you’ve been following the recent news about Medicare you are well

Posted in Income-related monthly adjustment amount, Medicare

Big change coming soon for high income Medicare beneficiaries

Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare InvestmentNews, May 13, 2015 @ 3:42 pm By Katy Votava Higher-income Medicare beneficiaries have been paying more for their Medicare Parts B and D

Posted in Income-related monthly adjustment amount, Medicare

Little-used adjustment may bring big savings

Clients could qualify for lower parts B and D. InvestmentNews, Mar 15, 2015 By Katy Votava There are many ways people are overpaying and leaving money on Medicare’s table. An often-overlooked chance to save money is to make sure clients

Posted in Income-related monthly adjustment amount, Medicare