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2016 Social Security & Medicare Facts

SKU: 3160016

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$156.00

Quick Overview

The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex.  And Social Security and Medicare are important components of a retirement plan. 

The greatly enhanced 2016 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.

$156.00

With your order you will also receive the benefits of our convenient automatic annual update service so you don’t miss the latest developments! See next page for details.

2016 Social Security & Medicare Facts

Look Inside The Book

The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex.  And Social Security and Medicare are important components of a retirement plan. 

The greatly enhanced 2016 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.

This essential resource delivers completely up-to-date answers to over 500 Social Security & Medicare questions — all in a convenient Q & A format, fully indexed and filled with time-saving charts and tables:

The 2016 Edition includes updated coverage of:
Retirement & disability benefits

Filing for benefits

Loss of Social Security benefits due to “excess” retirement earnings

Social Security taxes

Railroad retirement

Benefits for federal government employees

Medicare Part A, Hospital Insurance

Medicare Part B, Medical Insurance

Medicare Part C, Medicare Advantage

Medicare Part D, Prescription Drug Insurance

Medigap insurance

Medicaid

How to submit Medicare claims as well as filing appeals

Social Security coverage

Benefit computation

Taxation of Social Security benefits

Wages & self-employment income

Benefits for service members & veterans

Highlights of the 2016 Edition:

Twelve new case studies, presenting dozens of situations detailing over one hundred real-life strategies to ensure that clients can analyze, review and choose the approach that best maximizes their Social Security benefits.

Significant new content regarding: retirement and benefits eligibility; benefits computation and maximization; annual earnings test, delayed retirement credits; spousal benefits; survivor’s benefits, children’s benefits, and much more

Updated d discussion of the “File and Suspend” and “Restricted Application” techniques including the effect of the Section 831 of the Bipartisan Budget Act of 2015 on these strategies

Discussion of rule promulgated by  the Centers for Medicare and Medicaid Services (CMS) which  will reimburse health-care providers if they choose to have conversations with Medicare patients about advance care planning—also known as “end-of-life discussions”

Updated 2016 Earnings Base and Cost of Living Adjustments numbers

Effect of Supreme Court decision on same-sex marriage on Social Security and Medicare benefits

New Medicare standards for in-home assessments

Changes to Medicare Advantage

Planning around Medicare “stealth taxes”

Expanded discussion of Special Needs Trusts

 ISBN
9781941627723
 Page Count
592
 Publication Date
Dec 11, 2015
 Author
Joseph F. Stenken, J.D., CLU®, ChFC®
 Edition
2016