Story thread · 2 reports / 2 sources
A $2.25 Million Portfolio, Two Withdrawal Plans: One Triggers IRMAA and RMD Taxes, One Never Does
247wallst.com · 1d · first report
Two retirees hold identical $2.25 million portfolios. Both own the same seven positions in the same weights, and both draw roughly $10,800 a month in income. One will pay Medicare IRMAA surcharges and take forced RMDs for life. The other will not. The only difference is which account holds the money. The portfolio blends a […]
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