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How to effectively use health savings accounts for health care in retirement

A Health Savings Account is one of the best ways to have retirement cash-flow that is excluded from Medicare’s equation

Mar 7, 2016 @ 11:35 am
By Katy Votava for Investment News

HSAA recent theme of my articles has been to focus on maximizing retirement cash sources that do not generate higher-income Medicare surcharges.

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Medicare, reverse mortgages and the complexities of retirement planning

There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today’s world

Real Estate MoneyFeb 8, 2016 @ 3:08 pm
By Katy Votava for InvestmentNews

My column last month about how reverse mortgages may help stave off Medicare surcharges ignited a few sparks and,

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How reverse mortgages can help stave off Medicare surcharges

Jan 15, 2016 @ 11:39 am

By Katy Votava for InvestmentNews

While we were reveling in New Year’s festivities, Medicare ushered in a new income scale as the basis for Medicare high-income surcharges. The bottom line is that more of your Medicare clients will pay more for their Medicare Parts B and D in 2018.

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