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?

Every senior on Medicare should be intimately familiar with IRMAA — the initials that stand for Income Related Monthly ...

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 ...

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

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 ...

Medicare's income-based premium surcharges are poised to reach deeper into the middle class, potentially pulling millions of ...

It’s not a penalty — it’s a surprise tax hike disguised as a Medicare premium.” That’s how I describe one of the sneakiest traps in retirement: the Income-Related Monthly Adjustment Amount, better ...

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

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

I just received a Social Security notice that my modified adjusted gross income was over the income-related monthly adjustment amount (IRMAA) and will be facing an extra charge for Plans B and D. This ...

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