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Browsing Tag

IRA withdrawal

2 posts
PPersonal finance
Retiring at 62 With $1.5 Million Means Navigating a $6,000 Annual Gap and Three Years Without Medicare
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Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

  • June 8, 2026
Wes Moss told Clark Howard listeners something most retirees never hear from their insurance broker or their financial…
PPersonal finance
A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA
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A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

  • April 22, 2026
A $1.1 million traditional IRA combined with $33,600 in Social Security income triggers taxation of 85% of her…
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