With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who [...]
Seven age milestones that will impact your retirement planning As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement planning steps as you reach each of the following age milestones could help [...]
Boomers on the Brink: Issues Affecting Participants as They Consider Retirement Planning Will you still need me when I’m 64—or is it 65? Some birthdays are more important than others when it comes to retirement planning. Here are some milestones to remember. Age 50 More money can be placed in your retirement plan this year. Put [...]
A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. * Oct. 15-Dec. 7: Open enrollment period. This is when you can exit Original Medicare (Parts A & B) for [...]
Medical reimbursement plans to benefit the smallest businesses. Some businesses start small and stay small, by design. You may own such a business. Perhaps things begin and end with you, or maybe you employ one other person – your spouse. If this is the case, you should know about Section 105 plans. Being self-employed, you [...]
