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DW and I are 66 years old, retired and each received some 2022 W2 income. We file MFJ and our 2022 MAGI will be less than 204K. The taxable earned income is 18K (13K for me and 5K for DW). The question is can we both contribute 7K each to our ROTH IRAs or only 7K to mine and 5K to hers? No...

Presently I have my Fido CMA as a linked account in my Ally savings/checking so I typically push to Fido with a 1 business day wait. Is there a better option to get funds over to Fido for instant availability i.e. pull to CMA or Brokerage account? TIA

Hi all, Trying to better understand the IRMAA surcharge appeal process. Our situation is as follows: - I will start Medicare 10/2021 and DW 2022, we file MFJ. - MAGI for 2019, 2020 place us in IRMAA Tier-2 - MAGI for 2021 will place us in IRMAA Tier-3 due to 6/2021 retirement package that...

DW has medical coverage under my megacorp plan. I will take layoff package 7/2021 and will go on COBRA with first three months subsidized. I only need two months since I turn 65 in October and will start Medicare. DW will start Medicare 12/2021. Can DW remain on my COBRA for October and...

Hello all, First post been reading this forum for a few months, appreciate all the knowledge and advice here. DW and I just made our last mortgage payment and are now debt free. Great feeling! We are both 64 and plan to retire next year with non-COLA pensions and will both start SS at age...