Your fact-checks will appear here
The surcharges imposed on Medicare beneficiaries based on their income
Staggered Roth conversions should be modeled as a multi-year optimization problem that balances current tax costs against future savings while explicitly controlling Modified Adjusted Gross Income (MA...
Over the past decade IRMAA surcharges have trended upward, driven by annual adjustments to the Part B base premium, separate Part B and D surcharge increases, and CPI‑indexing of most thresholds — but...
Since 2024, the reporting reviewed does not document any concrete, enacted or pending federal legislative proposal that would explicitly redefine what counts toward Modified Adjusted Gross Income (MAG...
A retiree’s provisional (or combined) income — AGI + tax‑exempt interest + half of Social Security benefits — determines whether Social Security is taxable and up to what percentage; traditional IRA w...