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Non-Tech : Income Investing -- Ignore unavailable to you. Want to Upgrade?

To: BlueClaw who wrote (51883)	6/6/2025 9:35:24 PM
From: Heywood40	1 Recommendation Recommended By Jerrymac Respond to of 52115

Yup, that's my problem, I ended up with too much money and too much income. My father in law (who pointed me toward investing 30 years ago) said, "Paying taxes is patriotic." I'm OK with that.

To: BlueClaw who wrote (51883)	6/6/2025 10:22:41 PM
From: bg6638a	Read Replies (1) \| Respond to 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