Category: Retirement

Don’t Let IRMAA Crash Your Retirement Party

November 14th, 2019

“To quote those commercials for 70s rock CDs, grout cleaners, and chia pets, ‘But wait, there’s more.’ . . . Health Savings Accounts appear, by my math, to be septuple-tax-advantaged account – with four distinct advantages over traditional 401(k) plans and IRAs.” William G. (Bill) Stuart Director of Strategy and Compliance November 14, 2019 You’ve.. Read more

Age 65 in Sight? Avoid Some Pitfalls

September 5th, 2019

“The decision around when to sign up for Social Security benefits is complicated . . . Just be aware that one of the negative consequences of collecting Social Security benefits is that if you’re age 65 or older, you can’t make or receive additional Health Savings Account contributions.” William G. (Bill) Stuart Director of Strategy.. Read more

A Dangerous Intersection

May 16th, 2019

” [Y]ou may have to pay a permanent premium surcharge if you don’t’ enroll when you’re first eligible. But you may not. And it may make sense to incur future penalties in exchange for immediate financial benefits” William G. (Bill) Stuart Director of Strategy and Compliance May 23, 2019 Readers of this column know that.. Read more

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Manchester, NH 03101
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Benefit Strategies
P.O. Box 1300
Manchester, NH 03105-1300

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