Avoiding Medicare Mistakes in Retirement

We understand that navigating Medicare can be a daunting process – it’s why we like to start the Medicare enrollment conversation at least six months before you become eligible! No matter where you find yourself in your Medicare exploration journey, it’s never too early – or too late – to get expert advice on how to craft a healthcare package that best meets your needs.

To this degree, we aim to share more about the importance of integrating Medicare strategy into your retirement plan via this video presentation featuring nationally recognized Medicare Expert, Margo Steinlage Kreider.

With 15 years of health insurance industry experience, complemented with a law degree, Margo Steinlage Kreider, co-owner of Steinlage Insurance Agency, has become a nationally recognized Medicare Expert. Margo is a trusted resource for thousands of clients and works with advisors and estate planners across the country to integrate Medicare planning into their retirement discussions. Margo’s mission is to maximize the Medicare experience and minimize the complexity. In her free time, Margo enjoys yoga, cooking, and exploring nature with her husband, two sons and daughter on their 130-acre farm.

We expect that you will walk away from the discussion with a deeper understanding of:

• Medicare rules for to those working with large employers, small employers, solo practitioners, or those who are already retired or on ACA;
• Medicare enrollment regulations and timelines based on recent changes; and
• Variables to consider when forming your retirement and healthcare plan including Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HAS) funding, Donut hole, and COBRA rules.

We hope you find the presentation informative and if you have any questions about integrating Medicare into your retirement and healthcare plan, your Yeske Buie team would is available to help.