Retire at New Heights with Johnnie Roberts

Aunt IRMAA and her Rules


Listen Later

Johnnie explains IRMAA (Income-Related Monthly Adjustment Amount) and how it increases Medicare Part B and Part D premiums for higher-income retirees. He walks through how one-time income spikes—such as large withdrawals or Roth conversions—can raise Medicare costs for two full years, and how strategic planning can help minimize or avoid those increases.

...more
View all episodesView all episodes
Download on the App Store

Retire at New Heights with Johnnie RobertsBy Johnnie Roberts