From missed RMDs and bigger-than-necessary IRA withdrawals to a variety of other issues, small missteps can snowball into ...

In my most recent column I explained the key decisions you must make about Medicare — either when you initially enroll or ...

A person’s modified adjusted gross income (MAGI) determines whether they pay higher Medicare Part B or Part D premiums. In 2025, this will be based on 2023’s MAGI. In 2026, it will depend on 2024’s ...

Medicare changed again in 2025 -- affecting premiums, prescription drug costs and how you pay for medications. Make a plan ...

The alphabet soup of Medicare — multiple parts and plans, starting with A all the way through N — can be bewildering, especially for those who are newly eligible for Medicare. In this ...

“Your retirement income could trigger a Medicare penalty you didn’t even know existed.” Most retirees think of Medicare as a safety net — a predictable, reliable program that helps cover health ...

The income-related monthly adjustment amount (IRMAA) is a component of Medicare funding. It was created in 2003 as part of the Medicare Modernization Act to help increase the financial stability of ...

Medicare enrollment for 2026 opens on Oct. 15. Do you know what you earned two years ago? Your 2024 income will determine if you’ll pay the Medicare surcharge, or income-related monthly adjustment ...

I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up paying more for my monthly premiums because my income will be high for that ...

J.K. Rowling is not accepting Emma Watson’s olive branch. The Harry Potter author recently made it clear she is still at odds with one of the stars of the film franchise following comments the actress ...

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...

It’s the second day of a shutdown of the federal government. We explain what’s happening. By Adam B. Kushner I’m the editor of this newsletter. For weeks, our D.C. reporters chronicled a slow-motion ...