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Layin’ It on the Line: Decoding IRMAA – Understanding Medicare’s income-related monthly adjustment amounts

Provo Daily Herald 17 Aug 2025
Courtesy photoLyle Boss. When it comes to Medicare, premiums don’t always stop at the standard rate. If your income exceeds certain thresholds, you may pay more through the income-related monthly adjustment amount, better known as IRMAA ... What Is IRMAA?.
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Layin’ it on the Line: Are you asking the right questions when it comes to retirement?

St George News 15 Aug 2025
FEATURE — Retirement.
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Layin’ It on the Line: Maximizing Social Security – Claiming strategies for baby boomers

Provo Daily Herald 09 Aug 2025
Courtesy photoLyle Boss. For baby boomers, Social Security often represents a central pillar of retirement income. Yet claiming too early — or waiting too long — can mean leaving tens of thousands of dollars on the table ... Early vs. late claiming ... .
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Layin' it on the Line: What the Big Beautiful Bill means for pre-retirees, retirees going forward

St George News 08 Aug 2025
When Congress passed the One Big ...
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Layin’ It on the Line: Aging in place — Innovations and funding strategies for 2025 and beyond

Provo Daily Herald 03 Aug 2025
Courtesy photoLyle Boss. As retirees seek to remain in their homes rather than move into assisted-living facilities, aging in place has shifted from a trend to a near-necessity ... Smart home technologies enhance safety and independence ... Conclusion ... .
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Layin' it on the Line: The best kept secret in the financial world

St George News 01 Aug 2025
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Layin' it on the Line: Maximize Social Security with these strategies for baby boomers

St George News 25 Jul 2025
For baby boomers, Social Security ...
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Layin' it on the Line: Innovations and funding strategies for 2025 and beyond

St George News 18 Jul 2025
Comfortable routines, familiar surroundings and .
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Layin' it on the Line: What today's economic trends mean for you

St George News 11 Jul 2025
Retirement planning has never been a ...
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Layin' it on the Line: Retirement dreams meet real-world curveballs

St George News 04 Jul 2025
The allure of retirement paints a ...
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Layin’ It on the Line: Why every retiree still needs an emergency fund in 2025

Provo Daily Herald 28 Jun 2025
Courtesy photoLyle Boss. Even in retirement, when you might feel secure relying on guaranteed income streams such as Social Security, pensions or annuities, an emergency fund remains an essential pillar of your financial safety net ... Telephone ... .
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Layin’ It on the Line: Beyond the will — Legacy transfer techniques for high-net-worth retirees

Provo Daily Herald 28 Jun 2025
Courtesy photoLyle Boss. Traditional wills alone often fall short when protecting substantial assets and ensuring a smooth transfer to future generations ... Irrevocable life insurance trusts, or ILITs ... Grantor retained annuity trusts, or GRATs ... Next steps.
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Layin' it on the Line: How today's annuity innovations safeguard your nest egg

St George News 27 Jun 2025
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Layin' it on the Line: Why every retiree still needs an emergency fund in 2025

St George News 20 Jun 2025
Even in retirement, when you might feel ...
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Layin’ It on the Line: Locking in lifetime income — How today’s annuity innovations safeguard your nest egg

Provo Daily Herald 14 Jun 2025
Courtesy photoLyle Boss. As retirement nears, preserving your hard-earned savings while still capturing growth can feel like walking a tightrope. For Utah’s 55-plus investors, fixed and fixed indexed annuities, or FIAs, offer a compelling solution ... 1 ... 2.

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