A new report shows low-income families would lose income and wealthy would gain if Republicans extend tax cuts and reduce ...

The proposed House GOP tax bill raises ‘SALT’ deduction cap to $30,000 for most taxpayers. Here's who would benefit the most, ...

Learn about the Medicare IRMAA surcharge, how it's calculated, and how high-income retirees can plan to minimize its impact.

Many workers worry that earning more, through a raise or bonus, could push them into a higher tax bracket and actually reduce ...

The Social Security Administration uses your modified adjusted gross income (MAGI) to determine whether you need to pay IRMAA fees on top of your Medicare premiums. Your MAGI is the sum of ...

Single or head of household: You must have a MAGI of $150,000 or less to contribute the full $7,000 to a Roth IRA (or $8,000 ...

You don't need an employer-sponsored retirement plan to open a traditional or Roth IRA. Often overlooked is that Heath ...

A new way for Americans to save—with tax-free earnings—has been introduced in the House and Senate. If it passes, will it ...

How Emily Rassam, Partner and Senior Financial Planner of Archer Investment Management, is talking to her clients about ...

Here’s how the Roth IRA works, what it offers and how it compares to a traditional IRA. If you already know you want a Roth ...

Medicare increases the monthly premiums for Part B and Part D coverage if your income is higher than certain limits. To avoid these surcharges, you can reduce your modified adjusted gross income.