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.
Why Social Security, Medicare Are Critical Even for Wealthy Clients: Advisors
By John ManganaroAs a speech by President Biden puts a spotlight on these topics, advisors can expect questions from clients.
September 26, 2022
Medicare Plan Brokerages Have a 'Churn Problem': Corey MetzmanA web broker's COO sees Medicare advice as an important part of holistic planning.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 23, 2022
House Bill Could Help Health Plans Improve Provider DirectoriesAnother bill could create a rating system for health plans' behavioral health provider lists.
September 19, 2022
Medicare Open Enrollment: A Checklist for Advisors and ClientsNow is the time to touch base with clients to help ensure that they have the best coverage at the lowest cost.
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.