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Bob Carlson

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United States

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English

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Finance & Banking Services
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Recent Articles

forbes.com

Medicare Changes To Know As This Year’s Open Enrollment Period Begins

The Open Enrollment Period for 2026 Medicare is Oct. 15 – Dec. 7. As was the case last year, expect to find significant changes in the available plans and policies.

2 months ago

forbes.com

Don’t Make This Medicare Advantage Mistake

A high percentage of Medicare Advantage plan members make a critical mistake that increases their costs and reduces their benefits.

3 months ago

forbes.com

Tariffs Could Increase Prescription Drug Costs And Premiums For Med...

Higher medical costs and insurance premiums are one of the unintended, unexpected effects of the new trade and tariff policies.

4 months ago

forbes.com

Turmoil In Medicare Advantage Plans Continues

Significant changes occurred in Medicare Advantage plans each of the last couple of years, and more changes are on the way in 2026.

4 months ago

forbes.com

What To Expect In Next Year’s Medicare Part D Policies And Premiums

The final numbers aren’t in, but premiums for Medicare Part D prescription drug insurance policies will increase for 2026, and they could increase substantially.

4 months ago

forbes.com

Actions To Consider For Your IRA Before The Year Ends

We’re well into the third quarter of the year, so it’s a good time to review the actions you should consider taking with your IRAs before Dec. 31.

5 months ago

forbes.com

Changes In Prior Approval Coming To Traditional Medicare And Medica...

There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries.

5 months ago

forbes.com

Why People Leave Medicare Advantage Plans And Why It Matters To You

More than half of Medicare beneficiaries sign up for Advantage plans, but a high percentage will leave their Advantage plans within five years.

5 months ago

forbes.com

What To Know About The Social Security News And Rumors

Social Security’s been in the news a lot lately. Changes definitely are afoot. But there have been many rumors and allegations that aren’t accurate.

7 months ago

forbes.com

Medicare Advantage Plans Receive Some Breaks For 2026

8 months ago

forbes.com

Here Are Some Financial Moves That Can Ease The Pain Of Market Decl...

Instead of worrying or listening to talking heads, investors should consider responding to a market decline with one or more of these strategies.

8 months ago

forbes.com

Plan Your 2025 QCDs And RMDs Now

The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right planning moves can reduce taxes for the year.

9 months ago

forbes.com

How Working After 62 Changes Social Security Benefits

One of the most misunderstood Social Security issues is how working past age 62 affects retirement benefits.

10 months ago

forbes.com

State Exit Taxes And Other Innovative Way To Tax Former Or Departin...

States with net losses of residents are developing innovative and aggressive ways to capture tax revenue from their expatriates, such as the "exit tax."

10 months ago

forbes.com

Congress Increases Social Security Benefits For Some State And Loca...

The Social Security Fairness Act retroactively reverses some 1983 reforms and increases benefits for some retired state and local government employees.

10 months ago

forbes.com

Answers To Some Key Issues About IRAs, 401(k)s And Annuities

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of widespread misinformation and confusion.

11 months ago

forbes.com

Can You Really Switch Medigap And Medicare Advantage Plans Any Time?

The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe.

11 months ago

forbes.com

Is It Better To Donate Cash, Stock Or Other Property?

Taxpayers should give consideration to the form in which they make charitable donations. They might deliver more benefits to themselves and the charities.

11 months ago

forbes.com

How To Manage Inherited IRA Rules That Can Surprise And Trap Heirs

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs.

11 months ago

forbes.com

New Proposal Would Require Insurance Agents To Disclose More About ...

Medicare regulators want beneficiaries to be told explicitly about some potential risks of signing up for Medicare Advantage plans instead of original Medicare.

about 1 year ago

forbes.com

Is The SECURE Act 3.0 On The Way?

Large bipartisan majorities in Congress voted for the SECURE Act in 2019 and SECURE Act 2.0 in 2022. Another SECURE Act might be in the works.

about 1 year ago

Bob Carlson

Senior Contributor at Forbes Online

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