IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.

Serenity Wealth Management Logo Who Is IRMAA and Why Don't We Like Her? IRMAA is not a tax; it is an income-related surcharge that is adjusted annually. How do you safeguard your retirement from ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

Retirement blogger Fritz Gilbert is trying to reduce his future tax burden, but it’s surprisingly harder than he thought.

A Roth conversion is a permanent decision. - /iStockphoto. Got a question about investing, how it fits into your overall ...

The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because ...

Financial adviser Devin Carroll got right to work over the Fourth of July weekend assessing his clients’ tax obligations ...

Avoiding Medicare IRMAA cliffs. By strategically combining taxable and Roth withdrawals, you can prevent Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) surcharges — we’ll ...