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A $1.65 Million Portfolio, Two Withdrawal Plans: One Triggers IRMAA and RMD Taxes, One Never Does
Source: 247wallst.com
Fiscal Policy & BudgetHealthcare & Biotech
The article highlights that retirement-account withdrawal sequencing—not portfolio holdings or balances—can determine whether retirees trigger Medicare premium surcharges and face rising required minimum distributions. Two retirees with identical seven-position portfolios can have materially different tax and healthcare-premium outcomes depending entirely on the order in which assets are withdrawn.
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