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Tax Tip, Medicare, Medicare Premiums, Medicare Surcharges, Medicare Part B Premiums, Medicare Part D Premiums, Income-Related Monthly Adjustment Amounts, Income Brackets Ana Mendez Tax Tip, Medicare, Medicare Premiums, Medicare Surcharges, Medicare Part B Premiums, Medicare Part D Premiums, Income-Related Monthly Adjustment Amounts, Income Brackets Ana Mendez

Paying Extra for Medicare?  See if You're Due a Refund

For more than five million Americans, even a dollar of extra income can boost annual Medicare premiums by hundreds or thousands of dollars—but refunds of these surcharges are sometimes available.

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Tax Tip, Roth Conversion, Capital Gains, Medicare Premiums, Charitable Giving Tax Tip, Roth Conversion, Capital Gains, Medicare Premiums, Charitable Giving

Five Tax Strategies Retirees Should Consider Before December 31.

Time to start thinking about optimizing Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before year's end. The things you do before Dec. 31 are typically what save you the bigger dollars. And saving bigger dollars is fun for everyone. Here are five things retirees should consider before Dec. 31:

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