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Higher-income Medicare beneficiaries may see smaller premium surcharges in 2023. Here are tips for reducing them even more
September 29th, 2022

Although the so-called income-related adjustment amounts, or IRMAAs, will be smaller in 2023, there may still be strategies for reducing what you pay. Originally Published on CNBC.com Continue Reading

September 29th, 2022
Nearly 6 million older adults are living below the poverty line. These resources can help struggling seniors
September 26th, 2022

Around 6 million older Americans are living below the poverty line. Fortunately, there are thousands of resources available to struggling seniors. Originally Published on CNBC.com Continue Reading

September 26th, 2022
Inflation is still rising, but it’s less likely to hurt some retirees — here’s why
September 13th, 2022

Annual inflation grew by 8.3% in August, but retirees won’t feel the sting of most higher costs, experts say. Originally Published on CNBC.com Continue Reading

September 13th, 2022
Here’s how you can save $1 million for retirement on an annual salary of $70,000
August 24th, 2022

You need to invest 9% of your $70,000 salary to retire with $1 million if you start saving in your 20s. If you start later in life, you’ll have to save more. Originally Published on CNBC.com Continue Reading

August 24th, 2022
The wealthy now have more time to avoid estate taxes, thanks to an IRS change
July 25th, 2022

If your family has significant wealth, it’s now easier to avoid federal estate taxes, thanks to recent changes from the IRS. Here’s what to know. Originally Published on CNBC.com Continue Reading

July 25th, 2022
Retirees could see their monthly Social Security checks jump by $175 next year. Is that enough to keep up with inflation?
July 21st, 2022

Social Security recipients may see one of the biggest cost-of-living adjustments in decades in 2023. It will still be hard for many retirees to pay bills. Originally Published on CNBC.com Continue Reading

July 21st, 2022
This withdrawal strategy can help retirees stretch savings, but it’s ‘highly unlikely you’d stick to it,’ says CPA
July 20th, 2022

While some retirees rely on the so-called 4% rule, another approach involves the required minimum distributions that come with 401(k) plans and non-Roth IRAs. Originally Published on CNBC.com Continue Reading

July 20th, 2022
4 strategies that can help you avoid paying extra every month for Medicare premiums
July 16th, 2022

While most Medicare enrollees pay the standard premium amounts for Part B (outpatient care) and Part D (prescription drugs), some pay more due to higher income. Originally Published on CNBC.com Continue Reading

July 16th, 2022
Lawmaker urges Yellen, Treasury Department to remove ‘red tape’ for Series I bonds
July 14th, 2022

As the cost of living soars, one lawmaker is urging the Treasury Department to remove the barriers to buying Series I bonds. Originally Published on CNBC.com Continue Reading

July 14th, 2022
Inflation is still soaring — but here’s why it’s less likely to hurt some retirees
July 13th, 2022

Annual inflation grew by 9.1% in June, but some retirees won’t feel the brunt of many soaring costs, experts say. Originally Published on CNBC.com Continue Reading

July 13th, 2022
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