Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
Tax-Exempt Nonprofits Owe Millions in Payroll Taxes
Some tax-exempt groups are seriously delinquent on payroll taxes, but the IRS doesn’t appear too eager to go after them, according to a recent report.
Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
Who’s Afraid of the Stock Market? Not JPMorgan’s Kelly
JPMorgan Funds chief global strategist David Kelly debunks market "misperceptions" and calls on all cash hoarders to "get invested in something."
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ Report
While the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
Want to Live to 100? 4 Things You Need to Know
BMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.
U.S. Debt Path ‘Unsustainable’ Thanks to Social Security, Health Care: CBO
The Congressional Budget Office predicts rising debt and growing budget deficits in the next 25 years.
As Population Ages, It’s Not Your Grandma’s ‘65 and Older’
Census data show big changes among the 65-and-older set in Internet usage, causes of death and a rise in the older dependency ratio.