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Turning 73? Should You Delay Your First RMD Until April 1?
Turning 73? Learn why delaying your first RMD until April 1 can mean taking 2 RMDs in one tax year, and when waiting may still make sense.
Jonathan Harner, CFP®
Sep 24
Why Your Medicare Premium Is So High After Retirement
If you retired this year and your Medicare premium looks wrong, IRMAA may be the reason. Medicare often uses income from 2 years ago, but retirees with a major income drop may be able to ask Social Security to look again.
Jonathan Harner, CFP®
Jul 16
Let’s Make Smart Decisions, Together.
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