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

MAGI is used to determine eligibility for contributions to Roth IRAs. High MAGI may limit or eliminate your ability to contribute to a Roth IRA. Knowing the key differences between AGI and MAGI ...

Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...

Your Roth IRA contribution is restricted by your modified adjusted gross income (MAGI), which impacts eligibility and contribution limits. If over MAGI limits, consider a backdoor Roth IRA ...

Lowering MAGI through retirement contributions can help reduce NIIT exposure. When they file their returns this year, high-income taxpayers should be prepared for an additional hit. The net ...