Inheritance Planning Made 123Easy

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...

Listen to the September 2021 American Retirement Advisor Newsletter.  In this Month's Reading: - AEP Tips! - Super Good and Getting Better! - Is it Fall Yet? - No Bacon for Spot! - New Furry Friend! - More [Medi-care-eez]™️ - Medicare@Work - Financial Tip - Let’s make Medicare 123Easy for Everyone - Start. Stop. Start! - Success Story - Prepare for your Medicare Annual Review! Need a hard cop...

When you are new to Medicare, you get a welcome wellness gift! You are welcomed to your plan with a complimentary special preventive visit. At this visit, your doctor learns all about you! Because knowing all about YOU is essential to keeping you healthy! Adam will go over more about this in this week’s episode of 65 and Counting.  Important information: Workshop Schedule and Registration: www.123...

S1E63 Big move out of state? In this week’s success story, we take a dive into a client's successful move from one state to another while keeping all the same great benefits they grew to know and love with their current Medicare plan! Important information: Workshop Schedule and Registration: www.123EasyMedicare.com Call the office: 602-281-3898 Email Adam: Adam@AmericanRetire.com

Just get home from surgery and need help with meals? Some Medicare plans can deliver a tasty solution. Adam will go over which plans include this helpful benefit in this week’s episode of 65 and Counting.  Important information: Workshop Schedule and Registration: www.123EasyMedicare.com Call the office: 602-281-3898 Email Adam: Adam@AmericanRetire.com

Listen to the August 2021 American Retirement Advisor Newsletter. In this Month's Reading: - Commentary is Tough! - Happy Trails - Things to Know About the Delta Variant - A Bear-y Special Kindness - More [Medi-care-eez]™️ - Medicare@Work - Financial Tip - It’s Coming! Don’t Miss the AEP Train! - Preventative Research - Success Story Need a hard copy to Read along? Here is a link to download...

Medicare Parts B and D can pay for medications, but how they pay and what they pay for are different. Avoid billing surprises by learning what medications Part B will cover. What medications are covered under Part B: https://www.medicare.gov/coverage/prescription-drugs-outpatient Important information: Workshop Schedule and Registration: www.123EasyMedicare.com Call the office: 602-281-3898 Email...

Planes, trains, or automobiles?  Before you grab a ride, can you ride free with Medicare, and what kinds of free rides will your plans cover? Where exactly can I use my free rides to go? Adam will go over which plans might include a helpful transportation benefit in this week’s episode of 65 and Counting.  Important information: Workshop Schedule and Registration: www.123EasyMedicare.com Call the...

S1E58 Switching Med Sups is What’s Up! In this week’s success story, we turned a frown upside down! We provided solutions when a birthday increased a client's Medicare supplement premium! Important information: Workshop Schedule and Registration: www.123EasyMedicare.com Call the office: 602-281-3898 Email Adam: Adam@AmericanRetire.com