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 ...

Retirees have some charitable contribution options that can help avoid spikes in income from RMDS and capital gains.

When medical costs are rising rapidly, Medicare consumes a larger portion of Social Security benefits. Social Security ...

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 ...

Terry Savage's 12/3 column ("How income can affect Medicare premiums") cited outdated figures for IRMAA surcharges. The figures, which appear in bullet form after paragraph 5, have been corrected. Ple ...

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

An increase in Part B Medicare premiums means that beneficiaries will pay $202.90 per month, up from $185 this year.

I just received a Social Security notice that my modified adjusted gross income was over the income-related monthly ...

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 ...

Analysis of the 2.8% COLA, 2026 Medicare premiums, and IRMAA cliffs. Plus, a year-end checklist to maximize your benefits and minimize taxes.