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.
Avoiding Tax, Social Security and Medicare Pitfalls of Unretirement
By Roger WohlnerReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
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.
April 21, 2026
How Advisors Can Start Treating AI Like a Tool, Not a ThreatThe strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 07, 2026
Medicare Advantage Program Managers Blink on 2027 Subsidy IncreaseInsurer groups' cautious reaction suggests that turbulence for enrollees may still lie ahead.