A spike in income could result in costly IRMAA charges on your Medicare premiums. We ask financial planning experts for ...

When it comes to Medicare, premiums don’t always stop at the standard rate. If your income exceeds certain thresholds, you may pay more through the income-related monthly adjustment amount, better ...

Your successful retirement savings could backfire when Medicare bills arrive. The IRMAA surcharge will trap 8.6 million ...

Medicare costs are projected to rise by their highest amount in years. Here’s what to expect if you’re on Part B or Part D.

The IRMAA surcharge may impact millions more Medicare retirees, making it important to understand and manage its financial ...

A part-time job in retirement, like walking dogs or helping with home projects, can combat loneliness by sparking new ...

But for some, the monthly bill for Part B can be a shock—especially when it jumps past $600. If you’re staring at a ...

For instance, if you convert $10,000 from an IRA to a Roth IRA, and that $10,000 is subject to a 12% rate, the federal tax bill is $1,200. If in the future you were expecting a 22% rate on a $10,000 ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement.

These last five years are about de-risking and fine-tuning. Avoid aggressive investing, high-interest debt, poor tax moves, ...

When Congress passed the One Big Beautiful Bill Act in spring 2025, retirees and those nearing retirement took notice.