Why Am I Being Charged More for Medicare?

Many seniors have their Medicare premiums paid automatically from their Social Security benefits.  However, now some are getting a separate monthly Medicare premium bill, in addition to the amount that is taken from their monthly Social Security benefits. Kiplinger’s...

How Will My IRA Be Taxed?

The most common of IRA tax traps results in tax bills through Unrelated Business Taxable Income (UBTI). The sources of business income from stocks, bonds, and funds like interest income, capital gains, and dividends are exempt from UBTI and the corresponding tax (the...

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