Learn how to best integrate a Medicare strategy into your retirement plan. The seminar will:
Review Medicare rules for those working with large employers, small employers, and solo practitioners
Identify Medicare enrollment regulations and timelines based on recent changes
Discusses upcoming changes to Medicare Part D under the 2022 Inflation Reduction Act
Review how to bridge the gap from group insurance until Medicare
Explores variables to consider: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules
Learn how subsidies work for individuals purchasing coverage through the ACA/Exchange
The seminar will be led by Kim Rubenstein, CFP® and Director of Financial Planning and Karl Steinlage, co-owner of Steinlage Insurance Agency.