In 2025, the Income-Related Monthly Adjustment Amount (IRMAA) surcharges for Medicare premiums will continue to impact high-income beneficiaries. If you are a married couple filing ...

The idea of paying taxes now in exchange for the prospect of lower taxes decades in the future struck me as preposterous.

For retirees, there are generally two big surprises when it comes to Medicare. The first is that Medicare is not actually ...

I realize that when I need to start taking my RMDs, I will be pulling out more than $100,000 a year, which will significantly ...

Investopedia spoke with Isabel Barrow at Edelman Financial Engines to discuss the changes the new Social Security Fairness Law will bring and the impact it could have on retirees.

The combination of just Medicare premiums and co-pays “eat up about one-third of Social Security income and one-fifth of ...

Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax ...

I am confused by an article in my local newspaper which said that “MAGI” (modified adjusted gross income), on which my ...

By Russell Gloor, National Social Security Advisor at the AMAC Foundation, the non-profit arm of the Association of Mature ...

Accredited investors can become the landlord of Walmart, Whole Foods or Kroger — and benefit from regular distributions ...

Would you send the government a big check this year— in return for a potentially far larger future tax break? That’ s the ...

Roth IRAs are a great way to save for retirement, allowing you to contribute after-tax dollars to an account in which the contributions and earnings grow tax-free. The contribution limits for 2025 ...