Monthly Archives July 2018

Are You Talking to Your Clients About Medicare?

If you talk to clients about taxes, higher income could mean higher Medicare premium surcharges. Perhaps your clients are already set with Medicare coverage and even have a Medicare supplement or Medicare Advantage plan to offset the potential costs of added deductibles and/or prescription drug coverage. But if you offer tax planning as part of your services, a discussion about Medicare ought to be a big part of the tax-efficient and tax-minimization conversation. Here’s why:  If your clients find themselves in a higher income bracket, they’ll have to pay more than the standard premiums most retirees pay for Medicare Part
Read More

Categories: Blog Posts.