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Medicare will charge a high-income surcharge if seniors reported more than $85,000 (or $170,000 for joint filers) in modified adjusted gross and tax-exempt interest income.
February 20
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Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
February 19
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The last government shutdown highlighted how many Americans ignore basic planning lessons.
February 19
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Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.
February 19
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Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.
February 15
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It would raise enough new revenue to more than restore long-term balance of the program.
February 13
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No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12
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Lawmakers and policymakers should make retirement savings plans universally available if they want to help Americans secure their golden years.
February 11
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One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.
February 8
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About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.
February 7
