If you receive Social Security benefits, you probably know about the SSA-1099 or SSA-1042S tax form. Each January, the Social Security Administration (SSA) mails this document to help you report your ...

There is an old saying for investors: “Don’t let the tax tail wag the investment dog.” For many years, this was good advice. But in recent years, taxes have become more complex and egregious, to the ...

Sadly the more prepared you are for retirement the more you may have to spend on medicare premiums. Many assume they will be free of health insurance premiums once they reach Medicare age. Others ...

The Social Security Administration (SSA) determines a person’s income-related monthly adjusted amount (IRMAA) based on their tax information from the Internal Revenue Service (IRS). Medicare ...

I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up paying more for my monthly premiums because my income will be high for that ...

You can appeal your Medicare IRMAA surcharges if you meet certain conditions. The short answer to your question is that your Medicare payment would be set from the time you enroll when you turn 65 ...