The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
Retirees will need to pay close attention to means-testing levels to help contain healthcare costs. This requires careful planning before retirement.
Is funding an HSA right for you? Learn how you can use this account to pay for a number of medical expenses in retirement.
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
Did you know not everyone pays the same monthly premiums for medicare? On this edition of Project Wealth, Chris Hershey explains how to plan your finances to lower Medicare costs.
Health savings accounts (HSAs) can be effective tools in retirement. Learn about HSAs and how they can help pay for qualified medical expenses.
Learn about different Medicare plans and the benefits of each to decide which is right for you.
The Rodgers & Associates logo includes “The Retirement Specialists.” The home page of our website says we “specialize in financial planning for those who are retired or expect to retire within…
The last thing you want is your HSA and Medicare to clash.
The IRS Statistics of Income (SOI) program recently released data on taxpayers who hold IRAs for the tax year of 2013. The SOI program was mandated by the Revenue Act…
Clients often ask us about the meaning of the letter suffix on their Medicare card. Your Medicare number (also called Medicare Claim Number) is usually your Social Security number followed…
Are you ready for retirement?
The cost of medical expenses is rising and thus users across the board (not just 30% of them) could see their premiums rise by some amount.
The IRS announced the inflation-adjusted deduction limitations for annual contributions to health savings accounts (HSA) beginning in 2016 through Revenue Procedure 2015–30. HSA deduction limits are updated annually to reflect…
How has Medicare changed life for seniors in this country?
High and low income taxpayers alike can cash in on the savings.
How to be more prepared for medical expenses in retirement.