Medicare Updates & Strategies for 2025 with Karl Steinlage
Автор: Evans May Wealth
Загружено: 2024-09-25
Просмотров: 265
Описание:
In yesterday’s webinar, Karl Steinlage, President and Broker of Steinlage Insurance Agency, shared tips and best practices on how to navigate the ins and outs of the Medicare enrollment process.
In this webinar replay, you’ll learn about:
💡 What to do if you are working past 65 and how to avoid common mistakes
💡 Open enrollment vs. initial enrollment periods
💡 Medicare Supplement vs. Medicare Advantage plans
💡 Ways to save money on Medicare coverage without changing the way you receive care
💡 IRMAA - Medicare's income related adjustment affecting high income earners
💡 Upcoming Inflation Reduction Act (IRA) and possible changes to Medicare
💡 When and how to update your Medicare coverage
Chapters
00:00 Intro
02:12 Webinar Begins, Karl Steinlage Intro
04:08 What is Medicare?
06:12 Turning 65? Your 3 Options
15:18 Medicare and HSAs
18:11 How to Sign Up - Aging into Medicare
21:30 How to Sign Up - Unique Situations
22:42 2024 IRMAA (Income Related Monthly Adjusted Amounts)
26:05 Situations to Successfully Appeal IRMAA
29:22 The Different Moving Parts of Medicare
32:12 Medicare Supplement Plan witih Part D
36:16 Part C Medicare Advantage Plan
37:37 Comparing Medicare Supplement Plans vs. Medicare Advantage Plans (Moving Plans during Annual Enrollment Period)
41:31 Recent Growth in Total Medicare Advantage Enrollment
43:22 What is the AEP (Annual Enrollment Period)
45:01 IMPORTANT: Implementation of the Inflation Reduction Act (IRA) 2023
49:38 Miscellaneous Things to Know
51:57 What to Take Away
52:53 Q&A
1:04:20 Outro
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Disclaimer: Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
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