#age 65

2 stories

#medicare #social security #401k #age 59.5 #age 62 #employer health benefits #financial milestones #health savings account #hsa #irmaa #nest egg protection #part a

The Medicare trap that kills your HSA tax break
Workers switching to Medicare at 65 lose HSA eligibility instantly, but the real damage comes from a hidden Social Security rule that retroactively shrinks their contribution limit.
24/7 Wall St. · 2m
Retirement birthday milestones you need to know
Your 50s, 60s and 70s unlock financial opportunities and strict federal deadlines that can make or break your retirement.
Kiplinger · 1m