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#social-security #cola #cost-of-living-adjustment #irmaa #roth-conversion #medicare #magi #cpi-w
Retirement
from24/7 Wall St.
1 day ago

Social Security Just Got More Complicated For All Retirees

Social Security benefits increased 2.8% in January 2026, but Medicare premium deductions and a March 7 administrative overhaul create significant changes affecting recipients' actual payments and access to services.
#social-security
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Public health
from24/7 Wall St.
1 week ago

Large Roth Conversions Often Backfire for Retirees Already on Medicare

Roth conversions raise AGI and can trigger higher tax brackets, Medicare IRMAA surcharges, and taxation of Social Security, producing unexpected and lasting additional costs.
#medicare
more#medicare
from24/7 Wall St.
2 months ago

A 55 Year Old With 2.5 Million Dollars in Apple Stock: Key Factors to Review Before Selling

He has accumulated $2.5M in Apple stock that was purchased three decades ago. Now, it is almost all capital gains. He wants to draw on this income to fund his first few years of retirement, but doing so would count as Modified Adjusted Gross Income (MAGI). This would likely trigger higher taxes. So, how does he get around it? Let's look at his situation and see what others can learn from it.
Apple
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