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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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Maximize an HSA to fund Medicare and other health expenses

Use the hat trick of tax-free cash for retirement care

Published by InvestmentNews, Aug 20, 2015 @ 1:21 pm

By Katy Votava

Health savings accounts, which have been in existence for over 10 years, are becoming increasingly popular amid efforts to stem the dramatic rise in typical health insurance costs.

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Medicare becoming a bigger piece of retirement planning for advisers

With regulatory and marketplace changes, more clients need help navigating Medicare maze. May 5, 2015 by Darla Mercado Expect to make Medicare a bigger part of the work you do for retiring clients. That’s because Medicare is becoming a bigger part of retirement planning at a time when health care…

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