White Papers 2020-03-09T14:46:11+00:00

White Papers

Understanding the Impact of Modified Adjusted Gross Income on Retirement Health Care Costs

By | August 31st, 2017|Categories: White Papers|

Strategies To Reduce Medicare Income Surcharges In terms of retirement planning, many Baby Boomers have done everything right. They have calculated future expenses, invested in IRAs and 401(k)s, and labored for decades to maximize their [...]

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Simple strategies on reducing medical expenses include personal wellness, long-term and consistent savings, and more.
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Medicare Surcharges: The Impact of Indexing IRMAA Brackets
Encouraging working Americans to save more for retirement is a priority for employers.
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In terms of personal retirement costs, individuals have more control than they think: through positive lifestyle choices and behavior adjustments.
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Simple strategies on reducing medical expenses include personal wellness, long-term and consistent savings, and more.
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In terms of personal retirement costs, individuals have more control than they think: through positive lifestyle choices and behavior adjustments.
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2017 Retirement Health Care Costs Data Report
In terms of personal retirement costs, individuals have more control than they think.
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The High Cost of Living Longer
In terms of personal retirement costs, individuals have more control than they think.
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Retirement Health Care Costs and Income Replacement Ratios
A key assumption underpinning the use of IRRs is that pre-retirement income is a good basis for calculating income needs in retirement. Unfortunately, when it comes to health care this is not the case..
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2015 Retirement Health Care Costs Data Report
This report compares year-end data sets between 2013 and year-end 2014, and the company’s rigorous bottom-up approach to calculating total retirement health care costs leverages the latest actuarial data for health care cost inflation.
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Understanding the Impact of MAGI on Retirement
Many Baby Boomers believe they are ready to enjoy their golden years. Unfortunately, their retirement savings still might not be enough.
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Addressing the Retirement Health Care Cost Crisis
There are a number of significant trends behind the emerging crisis in retirement health care costs.
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Closing the Retirement Gap
There are a number of significant trends behind the emerging crisis in retirement health care costs.
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