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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Maximizing Medicare

On WEALTHTRACK with Consuelo Mack, healthcare expert Katy Votava, president of Goodcare.com and author of Making the Most of Medicare explains what you need to know to maximize those benefits and avoid overpaying. Listen now to Maximizing Medicare and learn how to save money during your retirement years.Some key action points

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Little-used adjustment may bring big savings

incomeadjust

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 aren’t paying too much for their Medicare Part B and D income-related monthly adjustment amount (IRMAA).

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