Inheritance Planning Made 123Easy

It's not about the money. It's about making sure the burden doesn't fall on whoever's left. Read the full article: https://news.americanretirementadvisors.com/how-to-talk-to-parents-about-inheritance/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, e...

Choosing who to trust with your retirement is one of the hardest decisions you'll make. We built a site where you can hear from thousands of people who already made it. Read the full article: https://news.americanretirementadvisors.com/3672-reviews-what-clients-said/ Visit the review site: americanretirementadvisorsreviews.com

They had more than enough saved. But they couldn't bring themselves to spend it. What they actually needed wasn't more money. It was a plan. Read the full article: https://news.americanretirementadvisors.com/enough-money-afraid-to-spend-it/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning.

A wife wrote in to our live show with a question that stopped the room. Her advisor of 15 years had been brushing off every question that actually mattered. Read the full article: https://news.americanretirementadvisors.com/1-million-but-advisor-never-talks-about-this/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning...

On our live show, my father admitted something most advisors would never say out loud. His accountant screamed at him. Here's what he got wrong. Read the full article: https://news.americanretirementadvisors.com/my-father-made-a-huge-mistake-with-his-cds/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning.

Medicare doesn't cover dental, vision, or the income surcharge most retirees don't see coming. Here's how to fill the gaps. Read the full article: https://news.americanretirementadvisors.com/medicare-gaps-dental-vision-irmaa/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us...

A caller on our live show said he had it all figured out. Then my father did what he does best. Here's what I watched happen. Read the full article: https://news.americanretirementadvisors.com/500k-at-vanguard-thought-he-was-fine/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (6...

Your Medicare supplement premium went up. Before you just pay it, do the math on what loyalty is really costing you. Read the full article: https://news.americanretirementadvisors.com/hidden-cost-medicare-plan-loyalty/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 975-0372, ema...

Tomorrow morning at 10:30 AM in Scottsdale, Arizona, we're doing something we've never done before: launching a live retirement show called Fiscal Fridays. David Schaeffer, who founded American Retirement Advisors over 25 years ago, is stepping in front of the cameras with veteran advisor David Edge for the premiere episode. The show features live retirement planning diagnostics, David&a...

A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming. Read the full article: https://news.americanretirementadvisors.com/roth-conversion-irmaa-medicare-premium/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out?...

You've spent 20 years serving the city. But most Scottsdale employees never compare their ASRS group Medicare Advantage plan to what's available on the open market. The numbers surprise almost everyone. Read the full article: https://news.americanretirementadvisors.com/city-of-scottsdale-asrs-vs-medicare-what-employees-miss/ American Retirement Advisors helps families in Arizona and Neva...

Love your kids. Trust your kids. And still build a plan that protects them from a windfall they're not ready for. Read the full article: https://news.americanretirementadvisors.com/inheritance-plan-protects-kids-from-themselves/ American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602...

Your will doesn't control your largest assets. One page does. And you probably haven't looked at it in years. Read the full article: news.americanretirementadvisors.com Visit americanretirementadvisors.com for more.

Up to 85% of your Social Security may be taxable. The thresholds haven't changed since 1993, and more retirees get hit every year. Read the full article: https://news.americanretirementadvisors.com/is-social-security-income-taxable/ American Retirement Advisors helps families in Arizona and Nevada navigate Medicare, retirement income, and inheritance planning. Call us at (602) 281-3898 or vis...

When markets get rough, the instinct is to pick a side. But the clients who sleep best at night? They split the difference. Read the full article: https://news.americanretirementadvisors.com/why-smartest-investors-dont-pick-one-strategy/ American Retirement Advisors helps families in Arizona and Nevada navigate Medicare, retirement income, and inheritance planning. Call us at (602) 281-3898 or vis...

Between retirement and Social Security, there's a window where converting to Roth could save you tens of thousands in taxes. Most people miss it entirely. Read the full article: news.americanretirementadvisors.com/roth-conversion-window-before-social-security/ Visit americanretirementadvisors.com for more.

Rate hikes on your Medicare Supplement don't mean you're stuck. Here's how one couple saved over $2,000 a year without losing their doctors. Read the full article: https://news.americanretirementadvisors.com/medicare-supplement-rate-increase-what-to-do/ American Retirement Advisors helps families in Arizona and Nevada navigate Medicare, retirement income, and inheritance planning. C...

What retirees need to know about dental, vision, and hearing coverage gaps in Medicare. Read the full article: news.americanretirementadvisors.com Visit americanretirementadvisors.com for more.

What to do when you love your kids but worry about how they'll handle an inheritance. Read the full article: news.americanretirementadvisors.com Visit americanretirementadvisors.com for more.

Come explore this deep dive into our newest book!

Listen to the November 2021 American Retirement Advisor Newsletter as David Edge brings the words to life. Need a hard copy to Read along? Here is a link to download the PDF: https://bit.ly/3usAwPK   Workshop Registration: Full schedule on: www.123EasyMedicare.com Social Security Made 123Easy:  https://www.tfaforms.com/4681262?tfa_1928=65  Retirement Income Planning Made 123Easy:  https://www.tfaf...

Listen to the October 2021 American Retirement Advisor Newsletter as David Edge brings the words to life. In this Month's Reading: - BOO! - AEP Tips - Howl-O-Ween! - Scary Stuff! - Blood Pressure Meds and Cognition Studies - Financial Tip - More [Medi-care-eez]™️ - Medicare@Work - Medicare and Moving Madness - “I Can Help!” Need a hard copy to Read along? Here is a link to download the PDF: h...

Medicare’s Annual Election Period (AEP) creates a great opportunity for folks to make changes to their Medicare plans. BUT, what about Medigap/ Medicare Supplement plans?  Can you use AEP to make changes to supplement/medigap plans? Switching from a Medigap to a Medicare Advantage plan and vice versa? What about those qualifying medical questions? Not sure what you can change during AEP? Adam will...

Medicare’s Annual Election Period (AEP) creates a great opportunity for folks to make changes to their Medicare plans. Will your current plan cover everything you need in 2022? What changes can you make during AEP? Losing your doctor? Want to change prescription drug plans? Adam explains how important it is to have a complimentary plan review EVERY year. Now is the time to schedule your meeting wi...

Every year between Oct. 15 and Dec. 7, you have an opportunity to make changes to your Medicare plan. Why? Because you may not have changed, but your plans may have changed on you! Have you had your Medicare plan review yet? If not, you might be missing out on important opportunities. We can help! Adam will go over why this plan review is so important every year in this week's episode of 65 a...