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Hefty Income Hikes Medicare Costs as Surcharges Kick In

The Tax Institute's Gil Charney talks with Kiplinger's Personal Finance about ways to mitigate Medicare surcharges, including using Roth accounts.

March 20, 2018

The Tax Institute's Gil Charney talks with Kiplinger's Personal Finance about ways to mitigate Medicare surcharges, including using Roth accounts.

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Andy Phillips, director with The Tax Institute at H&R Block, emphasizes that taxpayers should update their Form W-4 information as soon as possible.

Gil Charney, director of The Tax Institute at H&R Block, explains that a surviving spouse can roll an inherited 401(k) into their own 401(k) plan.

The Tax Institute's executive director, Kathy Pickering, discusses claiming losses from a federally declared disaster area.

TTI lead tax research analyst Nathan Rigney addresses how and when to update your Form W-4.