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  2. Ask an Advisor: Is It Smart to Convert 10% of My 401(k) into ...

    www.aol.com/ask-advisor-wise-convert-10...

    Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too much income each year when converting and also avoid RMDs as much as I can?

  3. What Is an IRMAA in Medicare? - AOL

    www.aol.com/lifestyle/irmaa-medicare-074400696.html

    IRMAA is a surcharge for people with higher yearly incomes on Medicare. Learn how it may affect what you pay for Medicare.

  4. What is IRMAA? - AOL

    www.aol.com/lifestyle/irmaa-160000666.html

    Individual tax return. Joint tax return. Married & separate tax return. Premium cost. $103,000 or less. $206,000 or less. $103,000 or less. Plan premium cost. above $103,000 up to $129,000. above ...

  5. How some people escape the steep Medicare surcharge on ...

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    Most people on Medicare will pay about $2,100 in Part B premiums this year. But high-income beneficiaries will get socked owing as much as $6,708 instead, due to the surcharge they’ll pay known ...

  6. What to know about IRMAA and Medicare - AOL

    www.aol.com/lifestyle/know-irmaa-notice-appeals...

    The income-related monthly adjustment amount (IRMAA) is a surcharge that Medicare adds to a person's premiums. It relates to their income. Learn more here.

  7. This Secret IRS Loophole Lets You Reduce Your Retirement Taxes

    www.aol.com/secret-irs-loophole-lets-reduce...

    There's a trick amongst financial advisors that's rarely discussed in the public, and it can reduce the tax you pay on 401(k) distributions after retirement. It's called variable life insurance ...

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