In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Melinda Caughill, i65 Medicare Software Co-Founder, discuss the important tips you need to know when enrolling in Medicare.

Are you able to rollover funds from your 457(b) plan into an IRA? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:50 - Medicare can be complicated

02:28 - Document everything

03:22 - Don't trust Medicare Insurance Salesmen

05:35 - 6 steps to Medicare enrollment

10:51 - Being dropped from your Medicare plan

13:15 - The Medicare nuclear option

15:30 - The Inflation Reduction Act

20:38 - Medicare resources

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Melinda Caughill is a Co-founder of 65 Incorporated and the revolutionary i65 Medicare guidance software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance. With her extensive background in marketing in addition to Medicare, Melinda is skilled at taking the most confusing and complex aspects of Medicare and translating it into easy-to-understand visual concepts.

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發佈日期：2024/11/27 上午1:00:00