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Medicare

Medicare Open Enrollment and What's New for 2019

Submitted by Bernhardt Wealth Management on August 26th, 2019

For qualified persons (65 and older), it’s important to stay informed about Medicare, the program provided by the federal government to help with healthcare expenses.

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Medicare Open Enrollment: Pitfalls and Opportunities

Submitted by Bernhardt Wealth Management on August 29th, 2016

If 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!

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  • Medicare
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Medicare Crisis Averted?

Submitted by Bernhardt Wealth Management on November 9th, 2015

It’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.

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  • Medicare
  • Social Security
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Why We Have Retained Objective Medicare Advice For Our Clients

Submitted by Bernhardt Wealth Management on August 1st, 2015

Pitfalls and Dangers Abound

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  • Medicare
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The Medicare Surtax

Submitted by Bernhardt Wealth Management on January 2nd, 2012

It 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

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  • Medicare
  • Retirement Planning
  • Taxes
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