The Senior Edition
A verified, plain-language reference to the federal and state programs that shape a senior household's money — Medicare help, Social Security timing, retirement-account withdrawals, and property-tax relief — with every rule pointing to its official source. Built for retirees and the families helping them.
- The reference volume (PDF)
- The companion workbook (Excel) — MSP, RMD, claiming & property-tax tools
- Two live calculators (Medicare Savings, RMD)
- One year of updates included
- Guest checkout — no account required
The money that changes at 65 and after.
Later life brings a stack of programs with real deadlines and income limits — help paying Medicare, the right age to claim Social Security, the withdrawals the IRS requires from retirement accounts, and property-tax breaks many seniors never file for. This volume gathers them in plain language: what each is, the trap that commonly costs households, and where to verify the current figure. Like every TROVELL volume, it is a reference, not advice — it never tells you what to do, and it points you to the official source and to a licensed professional for your own situation.
The topics it covers
The core programs and calculations for a senior household — each in plain language with its official source.
Companion Workbook
Enter your details once on the Profile tab; the Medicare Savings and RMD calculators, the claiming worksheet, and the property-tax tab all work from it.
Read a real page
Compares your income to the QMB, SLMB, and QI Federal Poverty Level thresholds and identifies which Medicare Savings Program you may qualify for — QMB can cover Part B premiums and Medicare cost-sharing, which many eligible seniors never apply for.
Verify at medicare.gov and ssa.gov. Educational illustration; not tax or benefits advice.
Every rule links to its source
Federal and state amounts change every year; every figure in the volume and workbook is documented to its agency source and verified as of 2026.
Good to know
Is this legal, tax, or financial advice?
Does it tell me what to do?
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The Senior Edition
The Medicare help, Social Security timing, retirement withdrawals, and property-tax relief that shape a senior household — in one plain-language reference.
One year of free updates included with purchase.