A sign supporting Medicare is seen on Capitol Hill in Washington last year.

Can a 65-Year-Old Business Owner Hold Off on Medicare?

Q: My client, who just turned 65, owns a small business with less than 20 e...
Q: My client, who just turned 65, owns a small business with less than 20 employees. Must he apply for Medicare or can he continue with his group coverage? He currently has an HSA-qualified plan...

How Can I Save on Prescription Drugs in Retirement?

Q.: For a retired person on a restricted income I’m paying way too much for...
Q.: For a retired person on a restricted income I’m paying way too much for medications. I pay monthly payments of $31 for Medicare D via UnitedHealthcare, plus paying $370.83 out of pocket thus far...

Can I Claim a Social Security Survivor Benefit After 20 Years?

Q: My spouse died 20 years ago. Am I able to get survivor benefits at this ...
Q: My spouse died 20 years ago. Am I able to get survivor benefits at this later date? – Keith A: Yes. Assuming you qualify for Social Security survivor benefits, there is no requirement that...

How Do I Find a Tax-Savvy Financial Adviser?

Q: I have just read your article on 5 Ways to Lower Your Tax Bill in Retire...
Q: I have just read your article on 5 Ways to Lower Your Tax Bill in Retirement. I would like someone to review my financial situation and outline a plan forward. I have a financial...

The Hidden Tax on Municipal Bond Income

[Editor's note: This post was updated, and a correction appended below, on ...
[Editor's note: This post was updated, and a correction appended below, on February 7, 2017.] Q: Is municipal bond interest counted towards your modified adjusted gross income? I’m confused and need to know how munis...

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