The Inflation Reduction Act’s Impact on Retirees The legislation makes the most significant changes to Medicare in almost two decades. Mark Miller Aug 16, 2022
The Hidden Costs of IRA Rollovers Higher fees can significantly eat into returns when investors move out of their workplace plans. Mark Miller Aug 8, 2022
The Financial Health of Medicare and Social Security: A Closer Look The short-term outlook for these programs has improved, but challenges and uncertainties loom. Mark Miller Jun 29, 2022
How Much Does High Inflation Really Affect Retirees? The answer depends on healthcare costs, Social Security benefits, and your own financial circumstances. Mark Miller Jun 8, 2022
How Much Does High Inflation Really Affect Retirees? The answer depends on healthcare costs, Social Security benefits, and your own financial circumstances. Mark Miller Jun 3, 2022
Big Changes May Be Coming to Traditional Medicare Accountable care organizations may replace the fee-for-service model. Here's why that's concerning. Mark Miller Apr 22, 2022
How to Evaluate Medigap Plans Carefully choosing a supplemental insurance plan is key if you're enrolled in traditional Medicare. Mark Miller Mar 2, 2022
5 Ways to Improve Medicare Medicare is a significant public policy achievement, but it's time for some urgently needed reforms. Mark Miller Jan 14, 2022
What Retirees Could Expect in 2022 The unique challenges posed by inflation will be the top story in the year ahead. Mark Miller Dec 7, 2021
Your 2022 Medicare Fall Enrollment Checklist How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage. Mark Miller Oct 20, 2021
Should You Pay Off Your Mortgage? Retirees looking for a decent return in this low-rate climate would be wise to consider it. Mark Miller Oct 8, 2021
Social Security Cost-of-Living Adjustment Looks Uncertain The outlook for inflation and Medicare premiums complicates predicting what the net COLA will be for 2022. Mark Miller Jul 15, 2021
How Have Older Workers Fared in the Pandemic-Induced Downturn? For some income groups, job loss and early retirement have been higher than in the Great Recession. Mark Miller Jun 2, 2021
Medicare Out-of-Pocket Costs: How Do Enrollees Get Protection? Congress could mitigate inequities with some sensible Medicare program reforms, says Morningstar contributor Mark Miller. Mark Miller Apr 21, 2021
It’s Time to Revisit Social Security’s Early and Delayed Claiming Formulas The current system dates to the 1950s--and much has changed since then. Mark Miller Mar 17, 2021
Required Minimum Distributions: Why All the Tinkering? Congress continues to change the RMD rules, but contributor Mark Miller argues the activity isn't improving retirement security. Mark Miller Feb 17, 2021
The 2021 Retirement Landscape Medicare and Social Security solvency are among the top retirement challenges this year, says contributor Mark Miller. Mark Miller Jan 15, 2021
Can You Age in Place? A shortage of age-friendly communities may make it challenging. Mark Miller Dec 11, 2020
The Trouble With Social Security COLAs and Medicare Premiums Meager cost-of-living adjustments coupled with Part B increases continue to erode the standard of living for many retirees. Mark Miller Nov 27, 2020
Your 2021 Medicare Fall Enrollment Checklist How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage. Mark Miller Oct 22, 2020
What the Election May Mean for Retirees and Healthcare The next administration will face several healthcare-related issues. Contributor Mark Miller unpacks some of them. Mark Miller Oct 5, 2020
What the Election May Mean for Social Security The next administration will face key policy questions related to the program's long-term solvency, says contributor Mark Miller. Mark Miller Sep 21, 2020
The Coronavirus Pandemic and Retirement Security Why retiring early in the face of COVID-19 may spell bad news for your plan. Mark Miller Aug 24, 2020
When Do Lump Sum Pension Buyouts Make Sense? Contributor Mark Miller discusses the pros and cons to consider before accepting these offers. Mark Miller Aug 19, 2020
The Pandemic's Impact on Social Security and Medicare Contributor Mark Miller examines the health of these critical programs in the face of the COVID-19 crisis. Mark Miller May 25, 2020
What the Economic Downturn Could Mean for Pension Plans Contributor Mark Miller explores the health of corporate, multiemployer, and public plans. Mark Miller Apr 28, 2020
Dealing With Social Security and Medicare During the Coronavirus Crisis Things have become more complicated, writes contributor Mark Miller. Mark Miller Apr 2, 2020
A Primer on Annuities Contributor Mark Miller walks through the various products and features and discusses for whom they’re best suited. Mark Miller Mar 17, 2020