• Stop Avoiding IRMAA!

  • Sep 11 2024
  • Length: 17 mins
  • Podcast

Stop Avoiding IRMAA!

Listen for free

View show details

  • Summary

  • IRMAA stands for Income Related Monthly Adjustment Amount. In short, it is a surcharge that can be added to your Medicare Part B & D premiums IF you earn to much money.

    I talk about IRMAA here on the podcast and with my clients because it is something we have to pay attention to so that it doesn't catch us off guard, but I feel like many view IRMAA as something you MUST avoid.

    In this episode, I share a brief overview of IRMAA and tell you why you shouldn't avoid IRMAA at all costs. In fact, going over the IRMAA income limits intentionally, could lead to thousands of dollars of savings.

    Shoot me an email if you don't already have a copy of the 2024 Cheat Sheet.

    ———————————————————————————

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
    Show More Show Less
Economics Personal Finance
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
activate_samplebutton_t1

What listeners say about Stop Avoiding IRMAA!

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available