You're a happy, willing, wealthy and hopefully healthy victim of your own success. Taking early withdrawals (59 1/2 without having to pay a 10% early-withdrawal penalty) is a good goal, but it only ...

Does the cost of healthcare and healthcare insurance typically rise faster than the general rate of inflation?

Clients often assume that their Medicare payments will be set once they become Medicare-eligible—and that all beneficiaries are treated equally when it comes to premium amounts. Many higher-income ...

I'm 64 and my wife is 65. We have $1.5 million in 401 (k)s and IRAs and $90,000 in a Roth IRA. We are looking to retire next year. I will receive $3,000 in a monthly pension that my wife will inherit ...

The law states that when a Social Security beneficiary has Medicare premiums withheld from Social Security benefits (instead ...

Understand the 2026 Medicare IRMAA brackets. Learn what income triggers these surcharges on Parts B and D and discover ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...

The National Foundation for Credit Counseling at www.nfcc.org primarily helps people pay off credit card debt, but its member ...

Social Security checks are set to rise in 2026 with a 2.8% COLA increase. Retirees can expect an average monthly payment of ...

If you’re in your 60s or older and making sizable Roth conversions, it isn’t just income taxes that you need to worry about. You may also trigger much higher Medicare Part B and Part D premiums. We’re ...

Retirement planning and tax preparation are typically treated as two separate tasks. You meet with a financial advisor for ...

Get ready for these five 2026 Social Security changes, from a 2.8% COLA and higher Medicare costs to new earnings limits, ...