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Planning For Retiree Health Insurance and Medicare


Health insurance can be one of the most confusing and costly aspects of retirement planning. As we develop a client’s financial plan, we need to clearly outline their options and costs associated with retiree health insurance and Medicare. We then need to incorporate those expenses in their income planning and determine how best to pay for these expenses. In some instances, there may be ways to lessen health insurance costs or provide a more tax-efficient way to pay for the costs.

Failing to understand and plan for retiree health insurance costs can lead to financial challenges or even increased Medicare premiums. This is why our team is well-versed in the options and costs our clients may face as they enter into and enjoy their retirement. We also work with a network of Medicare brokers and other professionals to provide the guidance and support our clients need in order to properly address this important topic.