As you may know, Bernhardt Wealth Management has retained the services of Eileen Hamm and her firm to help our clients with issues related to Medicare. Because we pay them a fee, this service is available to our clients at no charge.<
Medicare
Medicare Open Enrollment: Pitfalls and Opportunities
Submitted by Bernhardt Wealth Management on August 30th, 2016If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers, is confusing!
Medicare Crisis Averted?
Submitted by Bernhardt Wealth Management on November 9th, 2015It’s not that often that you get good news about insurance premiums. However, millions of Medicare B recipients who had been worrying about a potential 52% premium increase were likely heartened to hear about a bipartisan bill just approved by Congress.
Why We Have Retained Objective Medicare Advice For Our Clients
Submitted by Bernhardt Wealth Management on August 2nd, 2015Pitfalls and Dangers Abound
The Medicare Surtax
Submitted by Bernhardt Wealth Management on January 2nd, 2012It may have seemed a ways off when this provision was first introduced into the tax code but starting in 2013 couples filing jointly with more than $250000 of Modified Adjusted Gross Income (MAGI) ($200000 for single filers) will owe a 3.8% Medicare tax on the lesser of net investment income—including interest dividends capital gains annuities rents and royalties—or
