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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.

If you are taking RMDs you don’t need and expect to leave money to your kids, the type of account they inherit can change the tax bill. Here’s why a taxable account can sometimes beat an inherited traditional IRA.

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.