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May 18, 2022 By Kevin Roberts, CPA CFP(R)

How Do I Choose Medicare Coverage When I Retire?

1-Minute Video:

Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare, known as Original Medicare, or a Medicare Advantage plan. Medicare Advantage plans are similar to an HMO, which stands for Health Maintenance Organization or a PPO, which stands for Preferred Provider Organization. Original Medicare consists of Part A – Hospital Insurance for in-hospital care, and Part B Medical Insurance for outpatient services like doctor visits and lab tests. Medicare Advantage, known as Part C, is a managed care option that rolls all the different parts of Medicare into one. There may be extra coverage like dental and vision. And everyone on Medicare is eligible for prescription drug coverage either from a Part D plan or a Medicare Advantage Plan offering drug coverage. There are many considerations that can factor into the Medicare planning process. Let us help you with your important Medicare decisions – visit our website or give us a call today!

Kevin Roberts
502-426-0000
kr@cpa.com
Investment Management, Risk Management, Financial Advisor
Louisville KY

Filed Under: Uncategorized Tagged With: 401(k), 401K, 403(b), 403b, Bardstown, Clarksville, college planning, estate planning, Fern Creek, financial advice, Highview, investing, investment management, Jeffersontown, Jeffersonville, Kentucky, Lifetime Wealth Design, Louisville, Louisville KY, Lyndon, New Albany, Newburg, Okolona, Radcliff, retirement planning, risk management, Saint Matthews, Shelbyville, Shively, tax planning, Valley Station

Kevin Roberts, CPA CFP(R)

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Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Call (502) 426-0000 or email 
kevin@lifetimewealthdesign.com

Lifetime Wealth Design LLC
201 Townepark Circle
Ste B-1
Louisville, KY 40243

Hours: 8:30-5:00 M-F

 

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