I realize that when I need to start taking my RMDs, I will be pulling out more than $100,000 a year, which will significantly ...

Investopedia spoke with Isabel Barrow at Edelman Financial Engines to discuss the changes the new Social Security Fairness Law will bring and the impact it could have on retirees.

For retirees, there are generally two big surprises when it comes to Medicare. The first is that Medicare is not actually ...

Craig Cheney travels the country making people mad.

The combination of just Medicare premiums and co-pays “eat up about one-third of Social Security income and one-fifth of ...

Municipal bonds are a smart choice for high income investors looking to reduce taxable income and increase fixed income with ...

In 2025, you'll pay more for Medicare with IRMAA brackets that start at $106,000 for individuals and $212,000 for couples. It's free, simple and secure. IRMAA (income-related monthly adjustment amount ...

A reader is trying to plan ahead to avoid the dreaded surcharges that can come out of your Social Security check.

If you have Medicare Part B and/or Medicare Part D prescription drug coverage, you could owe a monthly surcharge based on an income related monthly adjustment amount (IRMAA). These surcharges ...

Take advantage of historically low tax rates to optimize your retirement savings and reduce your tax liability.

Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax strategies for long-term financial security.