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Medicare and Healthcare Costs With Andrew Whalen
About this webinar
Healthcare is the second-largest expense in retirement, and the rules around it are unforgiving. Andrew explains how IRMAA surcharges, Part D pricing, and the pre-65 gap can quietly drain retirement income, and what to do about each.
What you'll learn
Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
Parts A, B, C, and D explained plainly
IRMAA: how investment income drives your Medicare premium
The 2-year lookback rule and how to plan around it
Bridging healthcare from early retirement to age 65
Long-term care: insurance, hybrid policies, and self-funding
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Your Presenter
Andrew Whalen
CEO
Whalen Financial
Andrew Whalen
CEO
Whalen Financial
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