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Applying science and good sense to organize order from chaos


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Tax-Smart Strategies for a Volatile Year Thumbnail

Tax-Smart Strategies for a Volatile Year

With fresh IRS updates, inflation-adjusted brackets, and potential legislation on the horizon, now’s an ideal time to get ahead, sidestep surprises, and keep more of the money you’ve worked so hard to earn. In this Insight Article, we highlight key tax changes, explore Roth conversions in down markets, and revisit a longtime favorite—the strategic use of Health Savings Accounts for Medicare—to help you maximize deductions, avoid penalties, and make confident, tax-smart decisions in 2025.

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What to Know - Medicare Premium "IRMAA" Thumbnail

What to Know - Medicare Premium "IRMAA"

Were you surprised to receive a Medicare IRMAA letter from the Social Security Administration? Beware that certain income levels can increase your Medicare premium by up to 286% - an increase called "IRMAA." And yet, some people might still pursue this increase. If you're among the 8% of all Medicare participants who received an "IRMAA" letter, here's what you need to know.

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