Medicare Premiums to Remain Stable in 2015
Medicare Part B premiums will remain the same in 2015 as in 2014 and 2013, according to the Department of Health and Human Services
Successfully Navigating the Affordable Care Act in Retirement
Mandated purchases, noncompliance penalties and restrictions on denials for preexisting conditions have taken center stage in the news, but there are plenty of little-known nuances related to premium increases, subsidies and changing access to certain types of care.
How to Help Clients Claim Medicare
Few retiring clients ask their advisors about Medicare, but there is much they need to know about claiming this mandatory benefit.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Starting Over When a Nest Egg Is Gone
Losing a retirement portfolio is devastating—but recovery is possible, with the right financial advice.
Boom and Gloom in Retirement Politics
Demographic tensions bode ill for boomer retirees.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
HSAs: The Next Big Thing in Retirement Planning?
Plan sponsors are starting to see HSAs as investment vehicles, not just cash balances used to pay out-of-pocket medical costs.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.