Aivante releases new white paper on how Medicare “means testing” threatens retirement security

Aivante releases new white paper on how Medicare “means testing” threatens retirement security With rising Medicare premiums and costs, financial planners must understand the risks associated with Medicare means testing Denver, Colorado—October 29, 2019—Aivante, a leading provider of health and wealth analytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, during the 2019 T3 Enterprise conference in Fort Lauderdale, Florida. The paper shows how Required Minimum Distributions (RMDs) from tax-deferred retirement savings accounts can trigger hundreds of thousands of dollars in Medicare “means testing” surcharges during retirement in the form of higher premiums on Medicare Part B and Part D. As such, it highlights a significant planning opportunity for financial advisors, especially for older clients who have large tax-deferred savings or younger clients who are maxing out tax-deferred savings. “Few financial advisors are aware of Medicare means testing. Even fewer

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Aivante Introduces Healthcare Expense Analytics to Envestnet’s Financial Planning Capabilities

DENVER, CO. Aivante Introduces Healthcare Expense Analytics to Envestnet’s Financial Planning Capabilities AiVante, Inc., a technology company offering decision support systems for optimizing healthcare financing decisions, today announced the deployment of their technology through Envestnet’s leading systems for wealth management and financial wellness. Financial advisors using the Advanced Logix tool on the Envestnet platform will be able to see lifetime predictions of their client’s medical and long term care expenses, which are personalized to the client’s health and location. The lifetime expenses can be framed in the context of a broader retirement plan as a specific goal that needs funding. “We’re thrilled that Envestnet is offering this critical capability to advisors within their Advanced Logix financial planning tool”, notes David McClellan, a business advisor to Aivante notes. “Retirement medical expenses are one of the most significant costs faced by retirees, so naturally funding these expenses are one of the

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David McClellan Joins Aivante’s Advisory Board

Financial Services Industry Veteran, David McClellan Joins Aivante’s Advisory Board Denver, January 25, 2016 – AiVante, a leading technology company that uses proprietary machine learning technology to provide personalized forecasts of an individual’s lifetime healthcare spending, today announced that David McClellan has joined the firm as a business advisor. Mr. McClellan has extensive knowledge and experience within the broker-dealer and financial advisor industry, having held senior sales, product and strategy roles with Morningstar, Inc. and Albridge Solutions, Inc., an affiliate of Pershing LLC. “We’re thrilled to have David join our firm, said CEO Bipin Agarwal. “The market is ready for our solution, and David’s experience and relationships will significantly accelerate AiVante’s product adoption with broker-dealers and financial advisors.” “I’m excited to help AiVante solve what is a ticking time bomb for retirees,” noted Mr. McClellan. “Many investors preparing for retirement worry about their ability to pay for rising

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