There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today’s world
Feb 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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Jan 15, 2016 @ 11:39 am
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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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 aware that folks with retirement incomes above a certain level pay surcharges for their Medicare Part B and D.
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