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Posts from: December 2016

Know Your Limits!

Author: Jan Fernandez Posted: December 20, 2016

I know it seems like turkey day was just here and now holiday celebration, decorations, and shopping are in full swing, but it’s time to start planning for 2017 expenses. The IRS revealed the new limits for HSA, FSA, 401 (k) and other tax deferred accounts. Let’s start with the HSA/HDHP limits. First – how much can I put away in 2017? For individuals, the IRS increased the limit by $50 allowing $3,400 to be socked away […]

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From The Blog - I do not want to retire just because I am 65! What about Medicare and my group insurance?

Your options for healthcare after you turn 65 are pretty straightforward but it is important to know what category you are in: Your employer has fewer than 20 employees: Any Medicare insurance you have is primary or is billed and pays first and your employer coverage is secondary or is billed and pays second. Your employer has more than 20 employees: In this case your employer insurance is primary or pays first and your Medicare […]