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Roth IRA Conversion May Be An Expensive Mistake (one of many)
In This Pod:
1. Seemed Like a Good Idea at the Time
When you attempt to think that financial matters are unrelated, oversights can result in higher health insurance / Medicare premiums. Worse, they may have been reasonably avoided if the person you deployed had full command of the interactions. Fundamentally, the reason that people don't consider these items together is because your 'expert' may only be an 'expert' in one topic, and attempt to tell you that the other topics are not important, or that it is a separate matter.
An easy example is Roth IRA, but that is just a simple example.
HSA, Social Security, Required Minimum Distributions, these are all examples of areas that can affect your health insurance premiums.
2. Don't Do This
This pod's "Don't Do This" segment addresses Medicare Advantage. Medicare Advantage requires an understanding of networks. But that's not all, you need to examine the entire package of benefits and think through what happens under different scenarios.
Buy Maximize Your Medicare on Amazon: https://amzn.to/2HsnMBv
Official website for the book: www.maximizeyourmedicare.com
GH2 Benefits: https://www.gh2benefits.com
YouTube Channel: https://youtube.com/maximizeyourmedicare
Facebook Community: https://www.facebook.com/groups/321343075192885/
Please subscribe and rate (5-star please) on Apple Podcasts, TuneIn, wherever you listen to podcasts!
Feedback, questions: [email protected]
View all episodes
By Jae Oh, CFP, Author
3.4
2424 ratings
In This Pod:
1. Seemed Like a Good Idea at the Time
When you attempt to think that financial matters are unrelated, oversights can result in higher health insurance / Medicare premiums. Worse, they may have been reasonably avoided if the person you deployed had full command of the interactions. Fundamentally, the reason that people don't consider these items together is because your 'expert' may only be an 'expert' in one topic, and attempt to tell you that the other topics are not important, or that it is a separate matter.
An easy example is Roth IRA, but that is just a simple example.
HSA, Social Security, Required Minimum Distributions, these are all examples of areas that can affect your health insurance premiums.
2. Don't Do This
This pod's "Don't Do This" segment addresses Medicare Advantage. Medicare Advantage requires an understanding of networks. But that's not all, you need to examine the entire package of benefits and think through what happens under different scenarios.
Buy Maximize Your Medicare on Amazon: https://amzn.to/2HsnMBv
Official website for the book: www.maximizeyourmedicare.com
GH2 Benefits: https://www.gh2benefits.com
YouTube Channel: https://youtube.com/maximizeyourmedicare
Facebook Community: https://www.facebook.com/groups/321343075192885/
Please subscribe and rate (5-star please) on Apple Podcasts, TuneIn, wherever you listen to podcasts!
Feedback, questions: [email protected]