Monthly Archives: September 2017

Medicare Means Testing : Reducing MAGI in Retirement

2017-09-19T13:41:51+00:00

In order to prepare for potential means-testing surcharges, portfolios must be adjusted to account for retirement income distribution – not just accumulation.  Because not all sources of income count as MAGI, knowledgeable advisors can help retirees significantly reduce the impact of these surcharges – if not eliminate them altogether, by investing in specific products that [...]