easy · Certified Financial Planner Retirement
The Keene household matriarch is 65 years old and earns 300,000 as a physician. She and her spouse file jointly.
Which of the following 2026 thresholds is a 'cliff',where one dollar of overage triggers the entire surcharge for that tier?
- The Phaseout for Traditional IRA deductibility
- The Net Investment Income Tax (NIIT)
- The Medicare Part B IRMAA Surcharge
- The Ordinary Income 37% bracket
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