Advisor Perspectives September 20, 2022
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It’s been about a month since the Inflation Reduction Act (IRA) passed. There have been plenty of articles and videos talking about the legislation – what it does, who it impacts, and when we’ll see the impacts. My team and I started receiving a lot of questions from the financial advisors we work with leading up to the passing of the IRA and have continued since. The IRA impacts everyone, but the healthcare portions of it mean substantial changes to the way advisors incorporate healthcare costs into their financial plans for clients who are retired, on Medicare, or are still working.
Here’s...