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Medicare and Tax Planning for Higher-Income Households

William Reichenstein and William Meyer
The Journal of Wealth Management Winter 2019, jwm.2019.1.087; DOI: https://doi.org/10.3905/jwm.2019.1.087
William Reichenstein
is head of research at the software firms Social Security Solutions, Inc. and Retiree, Inc., and professor emeritus at Baylor University in Waco, TX
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William Meyer
is CEO of Social Security Solutions, Inc., and Retiree, Inc., in Overland Park, KS
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Article Information

jwm.2019.1.087
DOI 
https://doi.org/10.3905/jwm.2019.1.087

Published By 
Pageant Media Ltd
Print ISSN 
1534-7524
Online ISSN 
2374-1368
History 
  • Published online September 17, 2019.

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  • You are currently viewing a Latest version of this article (September 17, 2019 - 04:42).
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© 2019 Pageant Media Ltd

Author Information

  1. William Reichenstein
    1. is head of research at the software firms Social Security Solutions, Inc. and Retiree, Inc., and professor emeritus at Baylor University in Waco, TX. (bill_reichenstein{at}baylor.edu)
  2. William Meyer
    1. is CEO of Social Security Solutions, Inc., and Retiree, Inc., in Overland Park, KS. (wmeyer{at}retireeincome.com)
  1. To order reprints of this article, please contact David Rowe at d.rowe{at}pageantmedia.com or 646-891-2157.
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The Journal of Wealth Management: 23 (4)
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Medicare and Tax Planning for Higher-Income Households
William Reichenstein, William Meyer
The Journal of Wealth Management Sep 2019, jwm.2019.1.087; DOI: 10.3905/jwm.2019.1.087

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Medicare and Tax Planning for Higher-Income Households
William Reichenstein, William Meyer
The Journal of Wealth Management Sep 2019, jwm.2019.1.087; DOI: 10.3905/jwm.2019.1.087
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  • Article
    • Abstract
    • TAXATION OF SOCIAL SECURITY BENEFITS
    • INCOME-BASED INCREASES IN MEDICARE PART B AND D PREMIUMS
    • EXAMPLES OF HOW LIFE-CHANGING EVENTS CAN AFFECT MEDICARE PREMIUMS
    • CASE STUDIES
    • QUALIFIED CHARITABLE DISTRIBUTIONS
    • SUMMARY
    • ADDITIONAL READING
    • ENDNOTES
    • REFERENCES
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