Social Security/Medicare
Bill Would Expand HSAs to Medicare Beneficiaries
Jae Oh, author of Maximize Your Medicare, meets with Robert Powell, editor of Retirement Daily, to discuss a new bill that would allow Medicare beneficiaries to use and contribute to HSAs.
Ask Bob: Why Has My Social Security Spousal Benefit Decreased?
Our experts answer a Retirement Daily reader's question about Social Security spousal benefits.
Married and Turning 65: The Medicare Conundrum
Jae Oh, author of Maximize Your Medicare, describes how married couples with partners of different ages should think about Medicare when the older spouse turns 65.
Ask Bob: Why Doesn't My Spouse Qualify for Spousal Benefits under Social Security?
Our expert answers a Retirement Daily reader's question about spousal benefits under Social Security.
Your Social Security Statement: Pros and Cons of the Latest Version
You'll have to dig for important information.
When Do Social Security Benefits Become Taxable?
It's a multi-step process to figure out if your Social Security benefits are taxable, and how much will be taxable. Here's the explanation, and an example, to help you prepare.
It Takes Two to Tango with Social Security
Filing for Social Security benefits is a big decision with significant consequences for couples. Here's how to make sure you consider all your options.
Large Capital Gains Distributions Impact on Advanced Premium Tax Credits and IRMAA
Jae Oh, author of Maximize Your Medicare, explains how large capital gains distributions can have adverse effects.
Retirement Daily Learning Center: The Elements of Retirement Planning
In part six of a six-part series, Martha Shedden, the founder of the National Association of Registered Social Security Analysts, provides an overview of the elements of retirement planning.
Tricky Medicare Rules on HSAs After Age 65
Many folks who are over age 65 and working at a large employer may have the opportunity to contribute to an HSA, but should they? Jae Oh, author of Maximize Your Medicare, has something to say about this.
Medicare Beneficiaries Can Now Appeal Switch to Hospital Observation Status
Jae Oh, author of Maximize Your Medicare, discusses how Medicare beneficiaries can now appeal the switch to hospital observation status.
How Work Affects Your Social Security Benefits
Dana Anspach of Sensible Money explains how Social Security's earnings test works.
Medicare Part D Prescription Drug Cost Analysis: Shocked and Disillusioned (Part 3)
How much can heavily-advertised drugs cost our oldest Americans? Are there any other hidden situations those on Medicare need to know about?
Ask Bob: Can I Claim Social Security Benefits Under a Former Spouse if I'm Remarried?
A reader has a question about remarrying and claiming social security benefits. Our expert has the answer.
Let’s Bust These Five Social Security Myths
Steer clear: these Social Security myths are false!
Surprise! The No Surprises Act Goes into Effect
If you read this, you'll be sure to have no surprises around the No Surprises Act.
Ask Bob: How Does the Earnings Test Affect the Timing of Social Security Benefits?
A Retirement Daily reader has a question about social security benefits. A Retirement Daily expert has the answer.
Your Social Security Benefit and Income Taxes
In part five of a six-part series on Social Security, Martha Shedden, the co-founder and president of the National Association of Registered Social Security Analysts, explains when beneficiaries have to pay federal income taxes on their Social Security benefits.
Medicare Part D Prescription Drug Cost Analysis: Shocked and Disillusioned (Part 2)
What happens when you have a specialty drug? And what are the differences between a brand-name drug versus its generic version?
Medicare Part D Prescription Drug Cost Analysis: Shocked and Disillusioned (Part 1)
Of all the issues older Americans run into when dealing with Medicare, none may be as shocking, frustrating, and downright egregious as choosing a Part D prescription drug plan.
Don’t Rush to the Exit: Social Security Filing Advice
It can be tempting to rush into filing for Social Security. (Ugh, just get it over with, right?) But, there's a lot at stake. It's best to take an informed, deliberate approach to Social Security filing. Here's how.
Retirement Daily Learning Center: Social Security Case Studies
Martha Shedden, the president and founder of the National Association of Registered Social Security Analysts, discusses a number of Social Security case studies for single, married, divorced and survivor beneficiaries..
The (Social Security) Value of Planning
Typical advice says to wait to take your Social Security benefits, but this isn't always the best thing to do. Here are some unique situations in which Social Security smarties (like yourself) made the most of their benefits.
Medicare Isn't Free
Dana Anspach of Sensible Money explains the costs associated with Medicare including Part B and Part D premiums, and the income related monthly adjustment amount.