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Monthly Archive for: "January, 2017"
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By Paul Sullivan
In News
Posted January 30, 2017

ABLE Accounts Begin to Spread Across Nation

Sixteen states now have ABLE programs, which allow people with disabilities to set aside up to $14,000 a year in tax-free savings accounts without affecting their [...]

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By Paul Sullivan
In News
Posted January 27, 2017

How to Deduct Long-Term Care Premiums From Your Income

Taxpayers with long-term care insurance policies can deduct some of their premiums from their income. Whether you can use the deduction requires comparing your medical expenses to your income [...]

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By Paul Sullivan
In News
Posted January 26, 2017

Filling the Gaps in Medicare Can Be Difficult for SSDI Recipients

Individuals with disabilities under age 65 often face obstacles in purchasing Medigap insurance that older Medicare beneficiaries do not face.  In many states, Medigap policies are either [...]

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By Paul Sullivan
In News
Posted January 26, 2017

Watch Out for Mistakes in the List of Doctors Covered by Your Medicare Advantage Plan

Medicare Advantage plans are a popular alternative to regular Medicare because the plans often offer lower out-of-pocket costs, but buyers need to make sure they know what they are paying for.

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By Paul Sullivan
In News
Posted January 19, 2017

How to Make Distributions to an SNT Beneficiary Without Disrupting Their SSI

When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions for the benefit of the trust beneficiary.  This is particularly true if the [...]

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By Paul Sullivan
In News
Posted January 13, 2017

New Medicare Rule Encourages Doctors to Test for Alzheimer's Disease and Offer Care Planning

A new Medicare rule will promote earlier diagnosis of Alzheimer's disease. Medicare will now reimburse primary care doctors who conduct an Alzheimer's evaluation and offer information about [...]

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By Paul Sullivan
In News
Posted January 3, 2017

Make Reviewing Your Estate Plan One of Your New Year's Resolutions

The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people actually have any estate planning documents in place and [...]

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