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.
Managing Tax-Efficient Withdrawal Strategies for Retirement
By Ed McCarthyAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 14, 2022
House Passes Medicare Preauthorization Bill by Voice VoteA key House Republican says congressional leaders must offset the bill's estimated $16.2 billion cost.
September 14, 2022
House Member Revives Bill to Fix COBRA-to-Medicare Enrollment GlitchKurt Schrader's Medicare Enrollment Protection Act bill could protect some clients from a costly coverage gap.
September 13, 2022
Social Security COLA for 2023 Estimated at 8.7%It would be the biggest increase ever received by most beneficiaries alive today, senior advocate Mary Johnson says.
September 09, 2022
Medicare Plan Producer Group Finds Coverage Review GapOnly half of experienced agents say they give clients' coverage annual exams.
September 08, 2022
Medicare Plan Distributors Add Call Recording ToolsThe companies are trying to help retail agents comply with new federal marketing rules.
September 07, 2022
Walmart Makes Medicare Plan Deal With UnitedHealthThe deal should not have any near-term effect on clients outside of Georgia.
August 26, 2022
How to Avoid Medicare Penalties: A Medicare Customer QuestionClients should understand that some people with Medicare Part B and drug coverage pay more than others.