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Some Medicare beneficiaries are surprised with premium surcharges, which can triple premiums. Here’s...
Fortune via Yahoo Finance· 1 year agoPremiums for Medicare Part B (which covers some doctor’s bills, home health care, and medical...
What Is the Medicare IRMAA and How Is It Calculated?
SmartAsset via Yahoo Finance· 4 months agoUnderstanding the concept of income-related monthly adjustment amounts (IRMAAs) is crucial for anyone navigating the Medicare system. In simple terms, an...
This Nasty Medicare Surprise Could Cost You Up to an Extra $6,004 in 2024
Motley Fool· 7 months agoMedicare provides vital healthcare coverage for tens of millions of Americans. But even though most...
Liz Weston: Will you face a tax bomb in retirement?
Associated Press via Yahoo News· 1 year agoThe money you’re stuffing into your 401(k) and other retirement accounts has to be withdrawn someday. If you’re not strategic about how you save, you...
We need to make a housing decision fast, and the only place to get the funds is our retirement...
MarketWatch via Yahoo Finance· 1 month agoIf you make a big housing purchase in retirement, you need to consider if you can handle the ongoing...
I’m a Financial Planner: 3 Ways Retired Millionaires Keep Their Wealth
GoBankingRates via AOL· 3 months agoRawpixel / iStock.com Giant yachts and six-figure sports cars are but a few of the outsized luxury...
5 Common Retirement Tax Traps o Avoid at All Costs
SmartAsset via Yahoo Finance· 4 months agoTax management can be complex, particularly for those who are not well-versed in tax laws and regulations. A variety of common tax traps can await you,...
Ask An Advisor: When Should I Take My First RMD?
SmartAsset via Yahoo Finance· 6 months agoCan I avoid getting hit with double taxes on my first two required minimum distributions (RMDs)? I'll turn 73 in January 2024. Do I have until April 1...
When Should I Take My First RMD?
SmartAsset via Yahoo Finance· 4 months agoYou may not be thinking about required minimum distributions (RMDs) throughout your career, but chances are that they’ll be on your mind once you hit...
Tax Planning For Traders
MoneyShow via Yahoo Finance· 4 months agoTraders have unique needs and opportunities in tax planning. Get organized well before the year-end so you don’t miss out, states Robert Green of GreenTraderTax.com.