2023 Social Security & Medicare Facts

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Social Security & Medicare Facts is a one-stop guide for attorneys, CPAs, and retirement & financial planning professionals for advising on tax and policy changes affecting Social Security and Medicare.

Help your clients maximize their Social Security & Medicare benefits! Social Security & Medicare Facts is a one-stop guide for attorneys, CPAs, and retirement and financial planning professionals for advising on tax and policy changes affecting Social Security and Medicare. Organized in a unique and convenient question and answer format, this book helps professionals find exactly what they're looking for quickly and easily to solve clients' important planning issues in a timely manner.

This resource features:

  • Contains updates for Medicare Parts A, B, C, and D
  • Updates for Medicaid service and eligibility
  • Updated tables for:
    • AIME for Workers
    • Maximum AIME for Retirement, Survivor, and Disability
    • Retirement Benefits
    • Survivors' benefits
    • Disability Benefits
    • Federal Employee Pay including locality pay
    • Retirement for CSRS Employees and FERS Employees
    • Federal Employees Life Insurance coverages
    • Military Pay by Rank and Service
    • Medicare Cost Tables
    • Non-Coverage by Medicare

New in the 2023 Edition:

  • Updated questions & answers on changes related to the CARES Act
  • Effect of the Inflation Reduction Act on Medicare Part D and Part D Drug Costs
  • Effect of the American Rescue Plan (ARP) Act on Social Security
  • Economic Impact Payments
  • Updated eligibility rules for Home Health Care
  • Expanded coverage of Part B services
  • Expanded coverage of Durable Medical Equipment coverage
  • Effect of the new changes in the Stark Law on Medicare Billing
  • Coverage of the Program for All-Inclusive Care for the Elderly (PACE)
  • New coverage of effect of loss of citizenship/permanent resident alien status on Social Security and ability of non-resident aliens to collect
  • Enhanced coverage of the impact of divorce and remarriage on Social Security eligibility and benefits
  • Effect of COVID financial assistance on Social Security income
  • Expanded coverage of the Government Pension Offset (GPO) and the
  • Windfall Elimination Provision (WEP)
  • Expanded coverage of methods for curing overpayments from Social Security and SSDI
  • Expanded coverage of non-covered items and services by Medicare
  • Changes in coverages under Medicare Advantage, Medicare gap policies
  • and Medicare appeals
  • Expanded coverage of disability benefits for Social Security, military, government, and railroad workers
  • Changes in railroad worker coverage and the differences from Social Security
  • Expanded coverage of Medicare appeals process
  • Additional coverage of military retirement including expansion of coverage of the new blended retirement program, military disability pay, and coverage for National Guard and Reservists, including the effect of the CARES Act on the TSP program
  • Additional coverage of changes in Survivor Benefit Plan - Dependency Indemnity Compensation
  • 2023 inflation-adjusted numbers for Social Security and COLA increases

Topics Covered:

  • Retirement and disability
  • Same sex marriage
  • Spousal benefits/ children's benefits
  • Parental benefits
  • Widower benefits
  • Lump sum death benefits
  • Railroad retirement
  • Service member and veteran benefits
  • Government employees
  • Medicare and Medicaid
  • And More! See the "Table of Contents" section for a full list of topics
Additional Information
SKU 3160023B
Publication Date November 18, 2022
ISBN 978-1-954096-84-4
Page Count 1016
Author Michael D. Thomas, J.D.
Edition 2023
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Jim Blair

Jim Blair is the lead Social Security consultant at Premier Social Security Consulting, LLC. A former Social Security Administrator, Operations Supervisor and a District Manager, Mr. Blair has over thirty-five years’ experience in helping individuals manage their Social Security benefits, retirement, survivors, disability, and health insurance.

Marc Kiner

Marc Kiner is the President of Premier Social Security Consulting, LLC, and has thirty years’ experience in public accounting. Marc’s primary areas of service are to privately-held businesses and to individuals. He consults with clients on a variety of complex tax and business issues. Marc obtained his Bachelor of Science degree in Accounting and Finance and a master’s degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio.

Michael D. Thomas, J.D.

Michael D. Thomas, is an author and consultant and has served as the Manager of Online Product Development and as a Senior Editor with the National Underwriter Company, a division of ALM Media. In addition, Mike has served as a consultant to the State of Ohio Department of Medicaid and as a writer for “The Digital Broker Podcast”, which focuses on insurance technology and operations. Mike currently works with a major commercial healthcare insurance company and provider of Medicare and Medicaid services. In addition to authoring 2021 Healthcare Reform Facts, Mike has also authored 2021 Social Security & Medicare Facts, and  has been responsible for the editorial process and development of other healthcare and insurance publications including Advisor’s Guide to Long Term Care 2nd Edition, Social Security & Medicare Facts, ERISA Facts, and Health Savings Accounts Facts for The National Underwriter Company as well as designing, implementing, and managing the NUPro Healthcare Reform online service. Mike has also authored numerous articles on healthcare reform, Social Security, Medicare and Insurance issues.  He has developed, hosted, and taught webinars on Healthcare Reform and Social Security, including “The Affordable Care Act and the Employer Mandate”, “The Affordable Care Act and the Cadillac Tax – Use the Delay for Your Advantage!”, “How to Successfully Navigate the Latest Changes to the Affordable Care Act”, and “The Impact of Social Security on Retirement Plans”.

Prior to joining National Underwriter, Mike spent over twenty-five years with LexisNexis®, where he was responsible for the editorial content and new product development of new online and traditional legal products, including Health Law, Insurance Law, Social Security Law, Labor & Employment Law, Family Law, as well as other legal research tools. In addition, he worked as a Field Agent for Knights of Columbus Insurance specializing in life, health, disability income, long-term care insurance as well as annuity sales.

Mike has a Bachelor of Arts from Tufts University and a Juris Doctorate from the University of Dayton.