Medicare Planning
Medicare planning news and analysis, including coverage of the Medicare Advantage program, Medicare supplement insurance, the Medicare Part D prescription drug program, and Program of All-Inclusive Care for the Elderly plans.
What a Social Security Disability Insurance Appeal Can Mean For A Client's Medicare Timing
By Tricia BlazierFor some clients, the health benefits matter more than the income support.
June 12, 2026
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Avoiding Tax, Social Security and Medicare Pitfalls of UnretirementReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 09, 2026
'Medicare' May Still Pay 89% of Promised Benefits if It Goes BrokeBut the new trustees report shows payroll tax revenue at the hospitalization trust fund was weak.
June 03, 2026
Will Your Client Get That Tax Break? This Number Is the KeyUnlike most working clients, retirees have some control over their taxable income if they've planned properly.
May 29, 2026
Lower Cash Drug Prices May Create New Questions For Medicare BeneficiariesClients have to think about both current out-of-pocket costs and the annual out-of-pocket spending cap.
May 21, 2026
Why Clients Should Consider Roth Conversions When Stocks DropThey can get more bang for their tax buck — but they need to keep their full tax picture in mind.
May 20, 2026
How to Surprise-Proof the Medicare SurchargeAdvisors can help clients manage premium shocks to their health insurance — without overpromising.
April 30, 2026
Medicare's Donut Hole Closed, but Enrollees Still Have Bills to PayFor many retirees, the prescription drug expenses peak at beginning of the year.