Social Security/Medicare
Does Unemployment Compensation Affect My Social Security Benefit?
Can I claim my Social Security benefits while collecting unemployment?
An Alternative Look at When to Start Social Security Benefits
While delayed retirement credits have the potential to offer a greater lifetime benefit, collecting earlier than age 70 may be worth a second look even if you don’t need the money.
The 2021 Changes for Social Security and Medicare
A modest COLA for Social Security and a matching Medicare Part B increase are in retirees' future.
BENES Act Goes Into Effect in 2023
New Medicare law ends lengthy waits for coverage.
Beware the Interplay Between HSAs and Medicare
Are you still working, contributing to your health savings account (HSA), and turning 65 this year?
President Biden re-opens Affordable Care Act Special Enrollment Period
In January, the Biden-Harris administration re-opened enrollment to the Affordable Care Act’s (ACA) Health Insurance Marketplace as well as marketplace plans in specific states.
Did You Forget to Sign Up for Medicare?
If you don’t sign up for Medicare when you’re first eligible, and you don’t qualify for a Special Enrollment Period, you may have to wait until the Medicare General Enrollment Period to enroll.
Is the COVID-19 Vaccine Free?
Vaccine doses purchased with U.S. taxpayer dollars will be given to the American people at no cost
When Does it Make the Most Sense to Apply for Social Security?
There are significant financial repercussions for applying for Social Security at age 62, explains adviser Jim Lange, CPA.
Medicare Advantage Open Enrollment Ends March 31
Each year, there’s a Medicare Advantage Open Enrollment Period from January 1 – March 31.
Facing Medicare Decisions Head On to Optimize Choices & Minimize Costs
This information is particularly critical if you are age 64 or if you have turned 65 and you haven’t taken the necessary steps to enroll in Medicare.
How Much Social Security Can You Get when You Divorce?
How do you claim Social Security and what benefits can you receive, if you're divorced? Adviser Chris Chen provides the details.
Can You Believe Those Medicare Advantage Commercials?
Jae Oh, author of Maximize Your Medicare, discusses in this Retirement Daily video what's factually correct in those Medicare Advantage commercials.
Medicare's Annual Election Period Ends Dec. 7
Jae Oh, author of Maximize Your Medicare, discusses in this Retirement Daily video the looming deadline for Medicare's Annual Election period.
Crafting a Social Security Claiming Strategy with Multiple Benefits
Married, divorced, or widowed? There are a several Social Security claiming strategies to consider. Adviser Joe Elsasser lays out your options.
How to Avoid 5 Common (and Costly) Medicare Mistakes
Navigating the enrollment guidelines of Medicare can be puzzling. Adviser Chip Munn offers five top tips for Medicare enrollees and how to avoid common and costly errors.
What You Need to Know about COVID, Telehealth and Medicare
Jae Oh, CFP, author of Maximize Your Medicare, explains in this Retirement Daily video what you need to know about telehealth, COVID and Medicare
How to Coordinate Year-end Tax Planning and Health Insurance Premiums
Jae Oh, CFP, author of Maximize Your Medicare, explains in this Retirement Daily video how to coordinate year-end tax planning and health insurance premiums.
What Experts Think of Biden’s Plan to Reform Social Security
What experts think of Democratic presidential nominee Joe Biden’s plan to reform Social Security.
Open Enrollment for Health Insurance Marketplaces Begins November 1
Jae Oh, author of Maximize Your Medicare, describes in this Retirement Daily video what to do during this year's open enrollment period for health insurance marketplace plans.
An Analysis of Democratic presidential nominee Joe Biden’s Social Security Plans: Urban Institute
Richard Johnson, a senior fellow at the Urban Institute, discusses in this Retirement Daily video a new report that analyzes Democratic presidential nominee Joe Biden’s Social Security reform plans.
How to Maximize Your Social Security Benefit
Claiming Social Security in the right way can maximize your retirement income. Adviser Anthony Bartlett provides the details.
Don't Get Blown Away by the Windfall Elimination Provision
Only about 2.5 percent of people who receive Social Security are impacted by WEP, but that impact can be significant. Adviser Erik Brenner explains.