Do you want to find out how to reduce or eliminate Medicare IRMAA premium surcharges? Today we’ll explain how IRMAA works and talk about five ways to help you get rid of these surcharges.

Medicare IRMAA is the fee or surcharge on top of the standard base premiums you pay for Medicare Part B and Part D, and they aren’t insignificant. These surcharges could cost you thousands of dollars per person, per year. It’s all based on your situation but finding a way to keep that money in your pocket could add up quickly in retirement.

We hope this video will give you some options to consider moving forward to help you reduce or eliminate Medicare IRMAA premium surcharges.

Here’s some of what we discuss in this episode:
0:00 – Intro
0:57 – What is IRMAA?
1:40 – Modified Adjusted Gross Income Tiers
3:46 – Two-year look-back rule
4:44 – Option 1: QCDs
6:49 – Option 2: Donor Advised Fund
7:59 – Option 3: Contributions to tax-deferred accounts
9:27 – Option 4: Roth conversions
11:39 – Option 5: File an appeal

#medicare #IRMAA #incomeplanning

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