Health Care Costs in Retirement
A lot goes into a well thought out retirement plan. Income streams, asset values, return expectations and expenses all play a key role in putting together a plan that works with a high probability of…
Health Insurance Marketplace Annual Open Enrollment
Medicare is not the only show in town that has its annual enrollment period this time of the year. The Health Insurance Marketplace® (also known as the “Marketplace” or “exchange”) has its annual open enrollment…
Medicare’s Annual Election Period
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for…
Medicare Annual Election Period
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about the Medicare Annual Election Period (AEP). AEP, which occurs between October 15 and December 7, is when current…
IRMAA – The Ins and Outs of Determining if You Must Pay
Medicare premiums turn out to be a big expense and a big worry for many in retirement. In 2003, the Medicare Modernization Act — easily the largest overhaul of Medicare in its history — was…
Medicare and Your HSA
Age 65 is often referred to as a benchmark retirement date, yet there are a number of individuals who are reaching Medicare-eligible age 65 and still planning to work beyond this age. Many of these…
Medicare – When to Enroll?
For individuals approaching Medicare age, it is important to know that there are two main enrollment periods to sign up for Medicare: initial enrollment (at age 65) and special enrollment. Missing these enrollment periods could…
Medicare Open Enrollment – A Time to Evaluate and Make Changes
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare open enrollment. Open enrollment, which happens between October 15 and December 7, provides the opportunity for current…
You and Your Aging Parents
This past October, RegentAtlantic hosted clients and friends at our Morristown office for an educational panel presentation entitled “You and Your Aging Parents.” Our panelists included Michael Thompson, an estate and elder law attorney with…
Qualified Longevity Annuity Contracts: Can They Protect You from Outliving Your Assets?
Authors: Alex Coriddi and Alicia Wall Many retirees worry about running out of money before they run out of life, and the insurance industry has come out with a product to alleviate this concern: the Qualified…