The Rules for Making a Medigap Switch Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget. Kiplinger · Mar 30, 2022
Before Retiring, Make Sure You've Covered These Five Bases You've worked hard and saved, and now you're ready to retire. For a successful retirement, though, you need to make sure you're prepared in all of these areas. Kiplinger · Jan 29, 2022
Five Retirement Tips to Help Women Take Control of Their Future It's a mistake to let someone else make all your financial decisions. You can take control of your finances by reviewing the basics of a good retirement plan. Kiplinger · Jan 17, 2022
7 Overlooked Tax Deductions for the Self-Employed If you've recently gone into business for yourself, don't miss these sometimes overlooked credits and tax deductions for the self-employed. Kiplinger · Dec 21, 2021
When Is Medicare Open Enrollment? During the annual enrollment period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare. Kiplinger · Oct 5, 2021
What’s the Best Medigap Plan? The 10 Medigap plans offer different levels of benefits that pay for expenses, such as co-payments, not covered by original Medicare. Kiplinger · Oct 1, 2021
Most-Overlooked Tax Breaks for Retirees and People Over 65 If you're over 65, don't miss out on these overlooked tax breaks for retirees. Kiplinger · Jul 1, 2021
How to Appeal the IRMAA for Medicare Parts B and D There's a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years. Kiplinger · Jun 10, 2021
10 Worst Things to Keep in Your Wallet Storing a spare key, your passport card or any other important item in your wallet leaves you open to identity theft — or worse. Kiplinger · Apr 23, 2021
Social Security Basics: 12 Things You Must Know to Maximize Your Benefits Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits. Kiplinger · Nov 12, 2020
11 Costly Medicare Mistakes You Should Avoid Making If you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs. Kiplinger · Oct 1, 2020
15 Social Security Tasks You Can Do Online Why visit a government office to get your Social Security business done? You can do much of that online. Kiplinger · Jun 26, 2020
Deduct Expenses for Long-Term Care on Your Tax Return The IRS allows some limited tax breaks on medical expenses and insurance premiums related to long-term care. Kiplinger · Sep 4, 2019
How to Complain and Get Results Impersonal customer service makes it hard to get help. Here's the script for success. Kiplinger · Aug 29, 2019
Kiplinger · Mar 26, 2019 How to Use Your HSA to Pay Medicare Premiums Tax-Free Even if your Medicare premiums are deducted from your Social Security check, you can take tax-free withdrawals from a Health Savings Account to reimburse yourself.
Kiplinger · Nov 2, 2018 10 Myths About Health Savings Accounts When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
Kiplinger · Sep 18, 2018 How Medigap Insurance Is Affected by Preexisting Conditions Delaying enrollment in a medigap policy can lead to higher premiums and denial of coverage in most states.
Kiplinger · Jul 27, 2017 10 Things You Need to Know About Health Savings Accounts If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
Kiplinger · May 3, 2017 9 Things You Must Know About Medicare's Income-Related Monthly Adjustment Amount (IRMAA) Surcharges Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
Kiplinger · Apr 12, 2017 Delay Social Security by Just 30 Days? Why This Tiny Move Could Boost Your Check for Life You don't need to wait an entire year beyond your full retirement age to earn delayed retirement credits.
Kiplinger · Apr 6, 2017 13 Smart Uses for Your Tax Refund If you have a refund check coming your way, consider using it to bolster your personal balance sheet.
Kiplinger · Mar 23, 2017 12 FAQs About Medicare: Your Medicare Questions Answered When you turn 65, you have to master a new health care system. We’re here to help.
Kiplinger · Jul 22, 2016 Eight Things No One Tells You About Retirement As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
Kiplinger · Feb 10, 2016 Should You Convert a Traditional IRA to a Roth After 60? You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.