Learn about the Medicare IRMAA surcharge, how it's calculated, and how high-income retirees can plan to minimize its impact.

Republican Congressman Keith Self tried to defend Medicaid cuts in the House by lying and saying Medicaid recipients are deadbeats. Most Medicaid recipients are working, but don't make enough money to ...

I’m getting $110,000 from a 401(k) through a divorce QDRO. Where should I put the money to avoid excess tax and IIRMA ...

Yes, you read right; the IRS can tax up to 85% of your Social Security benefits... but only if your combined income crosses specific thresholds. This rule ...

IRA deductions can be tricky, but knowing who qualifies in 2025 is key to boosting your retirement savings. This guide breaks ...

Iowa, and Rep. Blake Moore, R-Utah, are seeking an increase in the child tax credit while scrapping other controversial tax ...

If you want to make a second Roth IRA contribution within a single year, you still have time -- as long as you make the second contribution before Tax Day: April 15. This might be a good idea if ...

You have been introduced to Medicare’s girlfriends: MAGI (Modified Adjusted Gross Income) which explains what your yearly income bracket is and IRMAA (Income Related Monthly Adjusted Amount ...

I enrolled in a $0 premium Medicare Advantage plan to begin April 1st when I turn 65. I chose to disenroll from my husband’s employer benefits because my monthly premium is $0, making it more ...

If a Child Tax Credit claim was denied but should have been approved, there are clear steps to challenge the decision. Find ...

Susan, Atlanta Dear Susan: You have been introduced to MAGI (modified adjusted gross income), which determines your yearly income bracket, and IRMAA (income-related monthly adjusted amount), which ...