A clear breakdown of the 2026 IRMAA income thresholds, surcharge amounts, appeal rules, and which life-changing events qualify for reduced Medicare costs. The Trump administration might’ve gone one ...

Dear Rusty: I’m trying to figure out if I should change my IRS filing status to “Married — Filing Jointly” prior to getting reviewed for my Medicare Part B and Part D. My current IRS status is ...

Dear Liz: My wife and I are well over 70 and receive Social Security. We pay for Medicare Part B as well as IRMAA (Income-Related Monthly Adjustment Amount) for Part B and Part D via deductions from ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in isolation. Health insurance and Medicare costs depend directly on taxable income, ...

Clients often assume that their Medicare payments will be set once they become Medicare-eligible—and that all beneficiaries are treated equally when it comes to premium amounts. Many higher-income ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: Could you possibly recommend a financial advisor I could sit down with who could counsel me on ways to ...

Every senior on Medicare should be intimately familiar with IRMAA — the initials that stand for Income Related Monthly Adjustment Amount. It’s the amount by which your Medicare Part B and Part D ...

I just received a Social Security notice that my modified adjusted gross income was over the income-related monthly adjustment amount (IRMAA) and will be facing an extra charge for Plans B and D. This ...

Many retirees count on their yearly Social Security raise to help them retire comfortably and deal with rising prices. For 2026, that increase is set at 2.8%. But a big part of that bump may disappear ...

A controversy is swirling at a Texas university. The trigger? A flowchart. On Dec. 1, the new chancellor of the Texas Tech University system sent professors a diagram laying out a chain of approval ...

Some Social Security recipients may get lower payments next year as a result of a Medicare premium hike. An increase in Part B Medicare premiums means that beneficiaries will pay $202.90 per month, up ...

'That was an odd year for us' "The impact is relatively small in context but it's still annoying to have it happen." (Photo subjects are models.) Dear Help Me Retire, I just received a Social Security ...