Educational Disclaimer

Last updated: 2026

TaxManCometh is an educational resource. It is not a financial adviser, broker, tax preparer, attorney or Social Security representative.

What this site is

We explain how Social Security, Medicare and related retirement tax rules work, using plain language and official published figures. Our guide takes a few answers from you and shows how those general rules may apply. The result is an illustration, not a personal recommendation.

What this site is not

Not investment advice. We do not recommend any security, account, insurance product or strategy.
Not tax or legal advice. Your tax result depends on your whole return and on rules that change.
Not an official Social Security Administration or Medicare service. We are not affiliated with or endorsed by SSA, CMS, the IRS or any government agency.
Not a substitute for your own benefit statement. Your actual benefit amounts are in your my Social Security account at ssa.gov.

Figures and dates

Amounts shown for a given year come from the agencies named above and are labeled with the year they apply to. Some amounts for the coming year are not yet published; where we show a prior-year amount, we say so. Rules and amounts change, so verify at ssa.gov, medicare.gov and irs.gov before you act.

Before you decide

For decisions about when to claim, Medicare enrollment, Roth conversions or withdrawals, consider speaking with a qualified, fee-only fiduciary adviser and a tax professional who can look at your complete situation.