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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
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.