SOURCES – Don’t forget 12 accounts that need updating when you retire

The following sources were consulted in the preparation of the article “Don’t forget 12 accounts that need updating when you retire.”

  1. Request to lower an Income-Related Monthly Adjustment Amount (IRMAA)
  2. Medicare Easy Pay
  3. Missing Participants: Best Practices for Pension Plans
  4. Retirement plan and IRA required minimum distributions FAQs
  5. Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans
  6. When your income or household changes
  7. About Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments
  8. What to Know About Life Insurance Beneficiaries
  9. Commuter vs. pleasure car insurance