The following sources were consulted in the preparation of the article “Don’t forget 12 accounts that need updating when you retire.”
- Request to lower an Income-Related Monthly Adjustment Amount (IRMAA)
- Medicare Easy Pay
- Missing Participants: Best Practices for Pension Plans
- Retirement plan and IRA required minimum distributions FAQs
- Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans
- When your income or household changes
- About Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments
- What to Know About Life Insurance Beneficiaries
- Commuter vs. pleasure car insurance