"Am I Worrying For Nothing?"?

"Am I Worrying For Nothing?"

Gene Dickison Gene Dickison

Gene Dickison

Creator More than Money Radio, TV, Media & Print-President of MtM Financial Group-Investment, Tax & Financial Advisors

发布日期: 2021年3月30日
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"Last year I rolled a qualified annuity (IRA) into a new annuity that I thought had better features. Since the funds were rolled over, they're not taxable, but I got a 1099 from the original annuity company. My "cheap" tax software added this into my adjusted gross income. My understanding is, this is the line Social Security looks at to increase my Medicare Part B premium. Am I worrying for nothing? Am I going to take a year-long hit on Medicare premiums because of this?"

Gene answers your neighbors financial questions on More than Money.

Send in your concerns: [email protected]

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