A while back, our professional colleague, Steve Parrish, Co-Director of the American College Center for Retirement Income, graciously gave us permission to post his article in Forbes on a tax-saving strategy for business sale. Well, here is another insightful article, this time for folks nearing retirement. If you or your loved ones are nearing retirement, this is a must-read. Here it is in its entirety.
For years I’ve been telling whoever would listen to think twice before signing up for Medicare Advantage which you can get for free or almost free with extras like dental, hearing, etc. But like most things in life, there’s no free lunch. And Medicare is no exception.
Cultivant team &