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The use of charitable strategies, such as Qualified Charitable Distributions (QCDs), to reduce MAGI and IRMAA.
When an IRA custodian issues a distribution check payable to the IRA owner instead of directly to the charity, taxpayers must assemble documentary evidence to show both that the IRA distribution occur...
Provisional income for 2026 Social Security taxation is the sum of adjusted gross income (AGI), tax‑exempt interest, and one‑half of Social Security benefits; anything that raises AGI — including taxa...
The most effective, broadly supported way to shelter income from IRMAA is to reduce Modified Adjusted Gross Income (MAGI) in the tax year the Social Security Administration will look at (two years bef...