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

Social Security is a crucial component of most American seniors' retirement budgets. In the most recent edition of an annual ...

Single or head of household: You must have a MAGI of $150,000 or less to contribute the full $7,000 to a Roth IRA (or $8,000 ...

Many retirees are unaware that Social Security benefits are indeed subject to taxation -- at least if your earnings are above a certain threshold. According to Charles Schwab, the amount depends ...

Only nine U.S. states continue to require retirees to pay state income taxes on their Social Security benefits: ...

A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to ...

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...

Some states offer better advantages if most of your income comes from Social Security benefits. In contrast, others may favor ...

Since retirement benefits began in 1940, Social Security has helped keep hundreds of millions of people out of poverty, ...

Many retirees wonder if their Social Security benefits are taxable. The answer is 'maybe,' depending on your other income.

I have questions concerning the deduction of money from my Social Security benefit amount as relates to the sale of investment property. I am 66 years old and ...

These exclusive retirement strategies used by the top 1% can help the average retiree maximize wealth, minimize taxes, and ...