The Surprise Tax Hit for Post-Medicare HSA Contributions
Many clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
Republicans Unveil Bill to Repeal and Replace Obamacare
Plan would create tax credits, end health insurance mandate; no estimate of proposal’s cost or how many will be covered.
Mixing Medicare and IRAs to Build Client Tax Savings
Reducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
Here's What's Going to Happen in 2017
Predictions from the Yale law professor and novelist on everything from the CFPB's legal challenges to bitcoin to the Affordable Care Act.
Obamacare Didn’t Fail Because It’s Timid
Today’s history lesson: When it comes to policy, political math trumps both technocratic merit and courage every time.
5 Surprising Expenses Medicare Won’t Cover
If you thought Medicare would help you pay for dental work, hearing aids and home health care, you'd be wrong.
Liability Costs Driving Up Long-Term Care Bills
Actuaries found that liability losses amounted to an average of $218,000 per claim, or $2,350 per long-term care bed.
31% Cut in Social Security Benefits Needed by 2031: CBO
An earlier report from the Social Security Trust Fund projected a 21% cut in benefits beginning in 2034 if the status quo remains.
Start Worrying About Long-Term Care
Will long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?