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Non-Tech : Income Investing

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To: BlueClaw who wrote (51883)	6/6/2025 10:22:41 PM
From: bg6638a	Read Replies (1) of 52115

Re: Social Security pymts causing a person to jump into a higher Medicare income bra Yep "Claw," it's never easy it seems! You have to weigh decisions on taxes, in addition to jumping a Medicare income bracket! Then there's possibly an add'l $4k senior exemption for 3 yrs, subject to income limitations! Not to mention taking early IRA distributions to lessen future RMD's, while making sure not to jump a federal tax bracket! Add in future expectations on interest rates & stock market returns! Thankfully, Solver in Excel makes "scenarios" somewhat easier to handle! BG

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