Medicare Means Testing : Reducing MAGI in Retirement
admin 2017-09-19T13:41:51+00:00In 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 [...]