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.

I'm one of many people, I'm sure, who've been blindsided by IRMAA. I'm trying to plan my 2025 income now to minimize my 2027 Medicare charges. I'm filing single. It seems that no one knows what the ...

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

Letters will go out soon for those who will have to pay extra next year for their Part B and D premiums If you have a question about IRMAA or recently got a letter from Social Security about it ...

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 ...

Municipal bonds are a smart choice for high income investors looking to reduce taxable income and increase fixed income with ...

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.

In 2025, you'll pay more for Medicare with IRMAA brackets that start at $106,000 for individuals and $212,000 for couples. It's free, simple and secure. IRMAA (income-related monthly adjustment amount ...

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

If you have Medicare Part B and/or Medicare Part D prescription drug coverage, you could owe a monthly surcharge based on an income related monthly adjustment amount (IRMAA). These surcharges ...

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