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Retirement Healthcare and Medicare

Retirement expert Bob Carlson’s research and knowledge on how to get the most out of healthcare options

Found 298 Articles.
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tax-favored-long-term-care-policies

Why You Should Avoid Tax Favored Long Term Care Insurance Policies

April 1, 1998

Sometimes a tax break costs more than it is worth. That just might be the case with the breaks for long-term care insurance that were enacted in 1996. All the questions still aren’t answered, but so far it looks like you might be better off taking a pass on these tax benefits. Congress meant well […]

health-care-dilemma

Solving The Snowbird Health Care Dilemma

March 1, 1998

There’s a bit of trouble in paradise for some northern snowbirds who migrate to warm weather states for the winter. That trouble is health care. It is especially bad if you belong to a health maintenance organization, but also affects those covered by one of many private insurance and medigap plans. HMOs tend to be […]

January 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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