Host Laurie Siebert ,CPA, CFP®, AEP®, welcomes guest Dan Banks of Silver Crest Insurance. Laurie and Dan discuss medicare insurance plans and planning.They also take listener questions live on-air and off-air.

(Original air-date: 5/20/2015)

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses Medicare surtax on earnings and surtax on net investment income on this week's program.