If you’re 65 or older and on Medicare, you may have heard about IRMAA — the extra charge added to your Medicare premiums if your income is above certain levels. The 2026 numbers are out, and many people are surprised to learn that Social Security bases this on your income from two years ago! In my latest Cardinal Lesson, I break down what IRMAA really is, how these brackets work, when you might be able to appeal the charges, and how good planning around things like Roth conversions and RMDs can
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If you’re 65 or older and on Medicare, you may have heard ab…
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Taxes don’t stop in retirement—and they affect more than just your tax return. In this Cardinal Lesson, I break down the new 2026 tax numbers and explain how tax planning impacts the seven biggest retirement concerns: Social Security, Medicare, long-term care, IRAs and 401(k)s, income planning, estate planning, and taxes. If you’re retired or nearing retirement, understanding how tax brackets, deductions, and lifetime planning work together can help you keep more of what you’ve saved and avoid c
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