08.07.2023 - By Benjamin Brandt CFP®, RICP®
As a financial advisor that thinks a lot about the Medicare surcharge IRMAA, an article titled Stop Worrying About IRMAA written by a source I trust certainly caught my eye. In this episode, we’ll explore what IRMAA does, reflect on the article, and discuss whether the IRMAA surcharge is worth worrying about. If you have questions about IRMAA or are starting to approach Medicare age you won’t want to miss out on this episode. Outline of This Episode [1:22] How Medicare works [5:33] How IRMAA works [8:09] My thoughts [9:18] Action items [14:50] How to pay taxes on Roth conversions Resources & People Mentioned The White Coat Investor - Should We Even Worry About IRMAA? Episode 101 - How to Navigate the Upcoming Changes in Medicare Supplement Plans Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify