Saturday, December 6, 2014

How to Maximize Medicare in Retirement



Product allocation of certain insurance based options, HSA Accounts, Roth IRAs & reverse mortgages provide tax-efficient income sources. An artfully crafted retirement plan by a qualified adviser can use these ideas in a coordinated effort to maximize your retirement dollars for the best net after tax spendable income.

Working these ideas in concert with each other can lower the household tax bracket and, in turn, lower premium tier for Medicare Part B & D. Employing bracket-bumping control for Roth IRA conversions can maximize tax efficiencies. It may even help avoid the 3.8% Medicare Surcharge-Tax.

Syndicated financial columnist and talk show Steve Savant interviews author, platform speaker and nationally recognized retirement expert Curtis Cloke, adjunct professor at the American College. http://youtu.be/aQFcav0W5L4

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Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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