90 Days From Retirement

90 Days From Retirement Preparing for Medicare & Social Security gets overwhelming. We make the decisions around these two programs simple and easy.

08/01/2023

Alright people. Let's talk about Social Security.

Will it be there for us millennials when we retire?

How much will you get (non-millennials)?

How does it play into your retirement?

What about getting more benefits from your spouse?

This is covered by Tyler Williamson Tuesday, August 1st at 10 AM.

RSVP with the link.

If you RSVP, you'll get a recording of the presentation, whether you attend or not.

If you do attend, you'll be able to ask him questions live and get answers in real time.

Tune in from anywhere in the country.

The guy (Tyler) is brilliant on this topic.

Alright, I'm don't talking.

https://90daysfromretirement.com/webinars/

07/11/2023

Episode 3 of Medicare Myths

"I have company insurance, I shouldn't look at Medicare."

07/03/2023

Here is Monday Medicare Myth #2:
"If I have health insurance at 65, I don't need to get Medicare and I won't be penalized."

Not so fast.

How you get your health insurance matters in this decision.

If you or your spouse are getting health insurance in any one of these four ways, you could potentially see a penalty for NOT taking Medicare during your Initial Enrollment Period that lasts 3 months before your 65th birthday month, includes your 65th birthday month, and extends 3 months after your 65th birthday month.

1. No Health Insurance.
This is kind of weird given the context of this myth, but needs to be mentioned.

2. An Individual Plan through the ACA Marketplace.

3. A retiree health plan.

4. COBRA.

If you are covered by any of those, or, if your spouse is covered by any of those and does not take Medicare when they are initially eligible (65), they could see a Part B penalty.

Notice what's missing?
It was Myth #1 from last week.

If you are covered by a group insurance plan, you can delay Medicare for as long as you are covered by a group plan, and then enroll in Medicare during a Special Enrollment Period with no penalty.

Things get a bit weird for groups of 19 or less, but it's not a life-long penalty, and that'll be covered in another edition of Monday Medicare Myths.

Follow for more Medicare Myths.

06/27/2023

It's time for us to clear up some Myths.

Myth #1: Take Medicare at 65 or be penalized for life!

Not so fast.

We have heard from countless people who were told that they MUST take Medicare at 65 or they would have a lifelong penalty.

This is not correct.

If you are covered by a group insurance plan, you can delay Medicare for as long as you are covered by a group plan, and then enroll in Medicare during a Special Enrollment Period with no penalty.

Things get a bit weird for companies of 19 or less, but it's not a life-long penalty, and that'll be covered in another edition of Monday Medicare Myths.

Follow for more Medicare Myths.

Some quick tips and tricks when setting up your My Social Security account, which you'll need if you want to sign up for...
09/07/2022

Some quick tips and tricks when setting up your My Social Security account, which you'll need if you want to sign up for Medicare and/or Social Security online.

In order to sign up for Social Security or Medicare online, you must first create a My Social Security account. This can be a difficult, frustrating, and con...

06/03/2022

Do you HAVE to sign up for Medicare at age 65 to avoid penalties?






Unsure if you are ready for Medicare or Social Security?Head over to 90DaysFromRetirement.com and take our Readiness Ass...
05/31/2022

Unsure if you are ready for Medicare or Social Security?

Head over to 90DaysFromRetirement.com and take our Readiness Assessment Quizzes!

If you have questions, or would like to talk to a professional, reach out to us.

We're here to help!



05/26/2022

What does Part B cost?

If you have any additional questions, or would like to learn more, head over to our website, youtube channel, or reach out to us!

We’re here to help!

📞 801-523-6081

💻 90DaysFromRetirement.com



This is coming up on Wednesday. Matt Gibson will be leading the Medicare portion. Tyler Williamson will be going over So...
05/23/2022

This is coming up on Wednesday.
Matt Gibson will be leading the Medicare portion.

Tyler Williamson will be going over Social Security strategies.

Nobody does better than these two. RSVP to get the Zoom link.
Those who RSVP will get:
• The link to join
• A recording of the presentation
• The slides used in the presentation
• The Medicare Playbook eBook
RSVP here:
https://www.srbenco.com/webinar-schedule

05/19/2022

Here is what Part B covers!

If you have any additional questions, or would like to learn more, head over to our website, youtube channel, or reach out to us!

We’re here to help!

📞 801-523-6081

💻 90DaysFromRetirement.com



Here are the 4 ways to qualify for Medicare!If you are approaching Medicare Eligibility, and would like a smooth transit...
05/19/2022

Here are the 4 ways to qualify for Medicare!

If you are approaching Medicare Eligibility, and would like a smooth transition and a guide through the Medicare Maze, reach out to us!

We’re here to help!

Call us! ⬇️
📞 801-523-6081

Checkout our website! ⬇️
💻 90DaysFromRetirement.com

Click the link below to not only head to our website, but to signup for Medicare 101’s as well as to go to our other soc...
05/18/2022

Click the link below to not only head to our website, but to signup for Medicare 101’s as well as to go to our other socials!

We are constantly putting out content around these complicated topics. So go make sure to follow to stay up to date on everything around Medicare, Social Security, Long Term Care and Estate Planning!

Click here!⬇️

https://linktr.ee/90daysfromretirement

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