News & Analysis as of

Retirement Plan › Medical Expenses

McDermott Will & Emery

Weekly IRS Roundup March 13 – March 17, 2023

McDermott Will & Emery on

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for the week of March 13, 2023 – March 17, 2023...more

Gerald Nowotny - Law Office of Gerald R....

TELL ME SOMETHING GOOD! Planning for Post-Retirement Medical Expenses with 401(h) Plans

Gerald Nowotny - Law Office of Gerald R.... on

How do I pay for post-retirement medical expenses? Your answer - 401(h) medical plans. #retirement #estateplanning #financialadvisor #payfornursinghome #medicalplans...more

Gerald Nowotny - Law Office of Gerald R....

TELL ME SOMETHING GOOD! Planning for Post-Retirement Medical Expenses With 401(h) Plans

Gerald Nowotny - Law Office of Gerald R.... on

Nowotny On Death and Taxes podcast #38 discusses 3 significant benefits of the 401(h) post-retirement medical expenses plan; Significant tax deductible contributions, tax deductible growth while in the plan and the ability to...more

Gerald Nowotny - Law Office of Gerald R....

TELL ME SOMETHING GOOD! Planning for Post-Retirement Medical Expenses with 401(h) Plans

Gerald Nowotny - Law Office of Gerald R.... on

Barron’s recently reported in an article called The Real Cost of Healthcare in Retirement. The article suggests that seniors with adequate Medicare coverage will spend on average $260,000 per couple on healthcare from age 65...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part IV Using Post-Retirement Medical Plans to Raise AUM and Sell Life Insurance

Gerald Nowotny - Law Office of Gerald R.... on

Gerry discusses 401(h) post-retirement medical plans. These are ancillary benefits that snap onto defined benefit or money purchase plans. This is a powerful benefit you should be discussing with your clients!...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY ON DEATH AND TAXES EPISODE 35 USING POST-RETIREMENT MEDICAL PLANS TO RAISE AUM

Gerald Nowotny - Law Office of Gerald R.... on

In episode #35 of Nowotny On Death and Taxes - Nowotny Knows Squat! Using Post-Retirement Medical Plans to Raise Assets Under Management and Sell Life Insurance; this podcast focuses on the 401(h) plan. This strategy provides...more

Morgan Lewis - ML Benefits

COVID-19 Relief Recommendations for the IRS

Morgan Lewis - ML Benefits on

Morgan Lewis recently submitted a comprehensive list of IRS relief recommendations to the head of the IRS Office of Chief Counsel....more

Verrill

2019 Year in Review

Verrill on

On Thursday, January 30, members from Verrill's Employment & Labor group, as well as some from the Employee Benefits & Executive Compensation group, conducted a full-day seminar full of employment law related topics that...more

Flaster Greenberg PC

Top Tips For A Successful Medicaid Spend Down

Flaster Greenberg PC on

Finding the best long-term care, and a way to pay for that care with public benefits, is of critical importance to the elderly, the disabled and their families. The national median cost of long term care in a private room in...more

Seyfarth Shaw LLP

Tax Reform: Employee Benefits

Seyfarth Shaw LLP on

This is the first issue in a planned series of alerts for employers on selected topics on tax reform. The series of Tax Reform Management Alerts is designed to provide an in-depth analysis of executive compensation and...more

Proskauer - Tax Talks

The Tax Cuts and Jobs Act

Proskauer - Tax Talks on

Today, the Republicans in the U.S. House of Representatives released their long-anticipated tax reform bill, entitled the “Tax Cuts and Jobs Act”. While there have been multiple statements from the Republican majority in the...more

Pillsbury Winthrop Shaw Pittman LLP

Montanile, Amgen, Tackett & Moen: Four Important Employee Benefits Cases to Kick Off 2016

Pillsbury Winthrop Shaw Pittman LLP on

The year 2016 has only just started, and we have already seen several important court decisions related to employee benefit plans and the Employee Retirement Income Security Act of 1974, as amended (ERISA). This Client Alert...more

Gerald Nowotny - Law Office of Gerald R....

State of the Union - Part 4: Medical Expense Account

Gerald Nowotny - Law Office of Gerald R.... on

Overview - Over the course of this series, I have been pontificating on a number of points. First, ERISA and tax regulation have in my view had the unintended effect of reducing benefits for workers and business owners...more

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