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How to minimize Medicare surcharges with life insurance and annuities

by Cymantha CampbellPosted on Posted in Income-related monthly adjustment amount, Medicare

Green puzzle pieces with symbols of a money bag and question mark isolated over white, Understanding your money and savingsAdvisers 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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How to help clients minimize the sting of 2016 Medicare premium rates

by Cymantha CampbellPosted on Posted in Medicare, Medicare Part B

Beneficiaries who can’t avoid an increase can still find ways to manage through the hike

Hand pointing of an Answer word cloud.


InvestmentNews-Nov 13, 2015 @ 10:36 am
By Katy Votava

The Centers for Medicare & Medicaid Services (CMS) announced a host of new Medicare costs for 2016.

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Hedging against triple whammy of Medicare price hikes

by Cymantha CampbellPosted on Posted in Medicare, Medicare Part B, Medicare Part D

African american Man having a headache. Stress and frustration.

Three strategies to blunt the impact of 2016 cost increases

InvestmentNews-Oct 18, 2015 @ 12:01 am
By Katy Votava

The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.

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