In this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl delve into the complexities of IRAs and Medicare. They discuss the differences between traditional and Roth IRAs, the importance of planning for retirement, and the nuances of Medicare, including parts A, B, and D. Special guest Jon Shurr provides insights into Medicare options, open enrollment, and the differences between Medicare Advantage plans and supplements. The conversation emphasizes the need for strategic planning and the value of working with knowledgeable professionals in navigating these financial landscapes. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
Visit Shurr Insurance to learn more about Medicare.