Max Out of Pocket

Tax Treatment Of My REIT Dividends Part 2: Non-Dividend Distributions

Since starting this project, I have seen a lot of recommendations that suggest I should be holding my medical office building portfolio in tax-advantaged accounts. The concern is that because REITs generate so much income from dividends, my Uncle Sam will take a lot of that income before it ever reaches my pocket. So, I took a long hard look at how my medical office building REIT dividends are taxed. To accomplish this, I purposely...

Max’s Back Pocket Vol. X

I am starting to get into the routine of writing these weekly updates. Perhaps it is becoming a bit of a habit. Unfortunately, it probably won’t last as things get back to normal. I mentioned last week that my state started turning the faucet back on. From what I am seeing, we are treading lightly. It’s a relief. I haven’t seen any concerts pop up in the parks with giant mosh pits yet. I suppose...

Telehealth Billing: Exposed!

Well, school is back in session here at Max Out of Pocket. Last week I went through some of the options we have for telehealth. Those include video visits, telephone visits, e-visits, and a few other options we have in our back pocket. We even went through most of the billing codes that represent some of the ‘digital services’ we can get from our doctor. But how does my insurance know the services are telehealth?...

Max’s Back Pocket Vol. IX

Well, I am starting to see some signals that things might be trending back to the way things were. Slowly turning on the faucet, as they call it. It might take 6 months or even a year to get there, but things are certainly moving in that direction. My state is set to slowly phase-in services starting May 4th. Healthcare is at the top of this list. Treading lightly will be key to our success....

Telehealth In A Nutshell: What Are My Options?

Most of us try and stay out of the doctor’s office. Max is no different. But in some cases, we just need some help from a doctor. Traditionally, these services were provided in a face-to-face office setting where our doctor can poke and prod us if needed. In the industry, we often call a common office visit the “evaluation and management” of a patient. The doctor is essentially evaluating and managing a problem. They have...