Month: November 2021

A medical professional holding a stethoscope. The circular end of the scope makes the 0 in the number 2022 meant to represent Medicare updates for 2022
2022 Medicare Premiums, Deductibles and Coinsurance Announced

School of Social Security & Medicare

CMS recently announced that Medicare Part A and Medicare Part B premiums, deductibles, and coinsurance will increase in 2022.

The word pro rata as it appears in the dictionary implying the article is focused on the pro rata rule for retirement contributions.
Backdoor Roth Contributions and the Pro Rata Rule

School of Saving and Investing

The backdoor method allows high earners to contribute to a Roth IRA, but the Pro Rata rule can present a challenge.

A Financial Advisor with a digital graphic overlay indicating timing of Medicare sign up to avoid penalties.
Medicare Late Enrollment Fees and How to Avoid Them

School of Financial Wellness

Most Americans are required to sign up for Medicare at 65. Know these important dates to avoid late penalties.

A chart showing high taxes meant to indicate the article is about the 10 worst states for taxes.
The 10 Worst States for Taxes

School of Financial Wellness

State taxes provide important services but can be a burden for those citizens paying them. Find out which states have the lowest taxes.

The word tax written on wooden blocks meant to represent state taxes.
The 10 Best States for Taxes

School of Financial Wellness

State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.