We asked professional wealth managers to weigh in.

Bridget Shoemaker is a partner at Oak Partners and has worked with me as a teammate since 2004. She is a very experienced financial advisor, and through many hours of specialized education and ...

One of the big mysteries for me has always been how do Medicare and Social Security work when I go to actually start ...

The SECURE 2.0 Act changed the RMD age. Find out if you need to start taking withdrawals at age 73 or 75 based on your birth ...

Red Bull's Max Verstappen in testing ahead of the 2022 Formula One season Lluis Gene / Getty Images It just sounded different. There was a fizzing that had not been there when the Abu Dhabi Grand Prix ...

In particular, a financial fraud case in my area has really stood out to me. An accountant and financial adviser died suddenly, and clients later discovered that their money was missing. These clients ...

Dear Rusty: I’m trying to figure out if I should change my IRS filing status to “Married — Filing Jointly” prior to getting reviewed for my Medicare Part B and Part D. My current IRS status is ...

Dear Liz: My wife and I are well over 70 and receive Social Security. We pay for Medicare Part B as well as IRMAA (Income-Related Monthly Adjustment Amount) for Part B and Part D via deductions from ...

Clients often assume that their Medicare payments will be set once they become Medicare-eligible—and that all beneficiaries are treated equally when it comes to premium amounts. Many higher-income ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: Could you possibly recommend a financial advisor I could sit down with who could counsel me on ways to ...

Terry Savage's 12/3 column ("How income can affect Medicare premiums") cited outdated figures for IRMAA surcharges. The figures, which appear in bullet form after ...

Every senior on Medicare should be intimately familiar with IRMAA — the initials that stand for Income Related Monthly Adjustment Amount. It’s the amount by which your Medicare Part B and Part D ...