Building Retirement Knowledge 2017-08-31T20:06:53+00:00

Building Retirement Knowledge

These popular reference articles are created to introduce advisors to health care, long-term care, and Social Security concepts as they relate retirement planning, with informative narrative and helpful comments designed to enlighten financial professionals.

Medicare Means Testing : Reducing MAGI in Retirement

By | September 19th, 2017|Categories: Building Retirement Knowledge, Building Retirement Knowledge|

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 [...]