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 ...

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

You may also be able to strategically position your income to avoid the IRMAA surcharge altogether. Utilizing full or partial ...

Medicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income.

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.

Medicare Part B premiums may jump 11.6% in 2026 to $206.50, impacting Social Security benefits. Here's what seniors need to ...

From planning your withdrawal strategy ahead of time to utilizing a nontaxable qualified charitable distribution, these ...

Plus, there are additional benefits of reducing AGI by using a QCD. Medicare looks at the modified AGI to determine the monthly premiums a taxpayer pays for Medicare Part B (medical insurance) and ...

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 ...

According to Fidelity, a 65-year-old couple can expect to spend an average of $330,000 on health care during retirement, 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 ...