Tax Alpha Insider

Tax Alpha Insider

Tax-aware long/short could cut Medicare costs

People hate paying more for Medicare

Brent Sullivan's avatar
Brent Sullivan
Jun 10, 2025
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Another use case for tax-aware long/short strategies

“People hate paying more for Medicare,” my pal Andy Pratt at Burney Wealth Management recently said, “I didn’t even realize that was a thing until we launched our wealth planning arm... then it was very much a thing I kept hearing over and over.”

Most Americans enroll in Medicare at age 65 to avoid pena…

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