Tag Archives: Medicare

Looking Back at the Impact of ATRA

The American Taxpayer Relief Act profoundly affected retirement, tax & estate planning. The American Taxpayer Relief Act of 2012 brought seven major changes to federal tax law, alterations that have affected retirement, tax and estate planning ever since. Here is an overview of ATRA’s impact…

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Are You Retiring Within the Next 5 Years?

What should you focus on as the retirement transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree…      

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How & When to Sign Up for Medicare

Breaking down the enrollment periods and eligibility.   Medicare enrollment is automatic for some of us. If you are age 65 and eligible to receive Social Security benefits (or married to someone eligible to receive them), then you are also automatically eligible for Medicare Part A (free hospital insurance) and Medicare Part B (medical insurance […]

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The A, B, C, & D of Medicare

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from…

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