By Adam Russo
A recent Health Affairs study underscores the challenges health plans face in the Independent Dispute Resolution (IDR) process, with a win rate of just 13.5%. In stark contrast, Phia clients benefit from a remarkable 53% success rate in IDR outcomes, including wins and dismissals.
Continue reading Phia Group Beats IDR Statistics
By Ross Friend -November 2, 2024
I have had several clients pass away in the last 12 months and all with different “types” of beneficiaries, e.g. spouse, family trust, children, siblings, with varying degrees of planning efficiencies in distributing the client’s wealth. Poor planning or failure to update one’s intentions can and may lead to an unexpected outcome, i.e. ask the IRS. There is never a bad time to ensure the client’s assets are reviewed for the most efficient tax transfer and aligned with their objectives. The SECURE Act changed the retirement and estate-planning landscape and you need to be aware of the tax efficiencies available whether you are a surviving spouse or not.
Continue reading How To Avoid Making Uncle Sam Your Richest Beneficiary