3 Strategies to Reduce Your IRMAA for Medicare Part B
Автор: SecurusFinancial
Загружено: 2024-05-09
Просмотров: 177
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If the Social Security Administration considers you a “high-income beneficiary,” you’ll pay a surcharge known as the Income-Related Monthly Adjustment Amount (IRMAA). That means, if your modified adjusted gross income is more than $103,000 for single filers or more than $206,000 for those who are married and filing jointly, you'll be paying the IRMAA penalty.
However, as @John with @Securus explains to @erinkennedy, there are 3 strategies you should consider to reduce that penalty. They are:
1. Roth IRA Conversions
2. Health Savings Accounts
3. Qualified Charitable Distributions
There are also instances when you can apply for an IRMAA waiver. To avoid that IRMAA penalty, proactive planning is key. If you'd like to talk through these strategies with John, please call (858) 935-6210 or visit www.GoSecurus.com
#IRMAA #wealthmanagement #rothconversion #retirement #financialplanning #retirementplanning #financialeducation #financialadvisor .
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