As we inch closer to the end of the year, it’s crucial to make the right moves to minimize your tax burden regardless of the financial success, or lack thereof, you found in the past months. With this in mind, here are some year-end tax planning tips to help you save on next year’s…Details
Join this episode of Your Retirement Solution Podcast as Matt Perrone discusses how a Roth conversion can help benefit and maximize your retirement and tax planning strategies. Matt shares his advice and explains why Roth Conversions are highly recommend…Details
Did you know that fall is the right time to start thinking about the incoming year-end tax planning season?
Join this episode of Your Retirement Solution as Jim Black highlights not only the tax planning to-do’s, but also the two possible outcomes of y…
Medicare Part A covers the cost of hospital visits and has a deductible. In 2020, that deductible is $1,408. Medicare Part B covers 80% of the cost of outpatient services, including doctor’s visits, and more. Part B has a deductible of $198 in 2020. Therefore, Medicare does not cover all a person’s medical expenses.…Details
Understanding your Medicare options and why it matters for you.
Today’s episode with Tom Black of the Retirement Solution focuses on Medicare and the challenges we face when looking into Medicare for ourselves or checking on our loved ones’ coverage; the…
Medigap, like Medicare, has several plan options. All plans have the same basic offerings, but some offer more comprehensive coverage than others. Read on to learn more about Medigap basics, what they cover, and how to choose the best policy for you. The Medigap Basics Medigap is supplemental insurance available to people who…Details
Do you have a plan that can cover the bumps and bruises of life?
In this podcast Jim Black of the Retirement Solution discusses how a thorough plan process can help give you the confidence and courage to do what you want to do in your retirement.
When someone needs to change their Medicare coverage, they must wait for an open enrollment period. During this time, they can join a new plan or change their current enrollment. If your needs have evolved and you need to change your Medicare coverage, here are seven things that you should know about Medicare fall…Details
Episode 72 - Financial Players You Need on Your Retirement Team –– With Cindy Mueller
Do you have a solid financial team to keep you on track for life after retirement? Today, Cindy Mueller, a financial planner and tax advisor with The Retirement Solution, walks you through a list of professionals that make up an all-star team, and what r…Details
Anyone who works in the United States pays into Social Security. And, many of the people that pay in expect to use Social Security retirement benefits when they retire. In fact, about 65 million Americans are currently receiving Social Security benefits. If this surprises you, then there might be more that you don’t yet…Details