Hello, my name is Matthew Carter, owner of A. C. & A. in Lagrange Ky which also services Louisville. Today’s topic centers around employer plans, turning 65 and making informed decisions about Medicare. If you plan on continuing to work after age 65 and have an employer health insurance plan, you have a few [...]
Qualifying for Medicare by turning 65 years of age, receiving 24 months of disability, or retirement after age 65 will trigger an extremely important stage called Medicare Open Enrollment. Medicare Open Enrollment allows the recipient a one-time health free look at all the Medicare coverage options that are available. Open Enrollment occurs 3 months before [...]
We're here at Aines, Carter & Associates in Lagrange, Kentucky which also provides service to the Louisville community. Today we're going to discuss Social Security and its full retirement age. When we have a client that comes in and they want to know, “what is my full retirement age?” when they're turning 65 and qualifying [...]
Some people dream about and plan their life from an early age. Some people have more of a come what may attitude. Even those that plan and prepare run into surprises and changes in their plans they would never have imagined. When planning for retirement, this is true as well. Plans change, unexpected things arise. [...]
How to Roll Over a 401(k) to a New Employer What should be done with the old retirement plan when each new job comes with a new one? During a career, job switching may happen several times. But going from one company to another company always requires adaptation, and it can be confusing to decide [...]
Economic Policy Institute put out a survery noting that nearly half of all working-age families have not managed to save any money for retirement. However, even those families that have worked to save money for retirement have an average of just under $96,000 in their retirement accounts, a sum that is a far cry from [...]
