The One Social Security Form That Could Lower Your Medicare Bill Forever

Описание: #Medicare #IRMAA #SocialSecurity
Medicare calculates your Part B and Part D premium surcharge using your
income from two years ago — which means if you've recently retired, lost
a spouse, or gone through a divorce, you could be paying based on money
you no longer earn. In this video, I break down Form SSA-44: the eight
specific life-changing events that qualify you to request a recalculation,
the situations that do NOT qualify (selling stock, Roth conversions,
one-time capital gains), exactly how to file, and what happens to your
premium — and any excess you've already paid — once it's approved.

File Form SSA-44: ssa.gov
Call SSA directly: 1-800-772-1213

DISCLAIMER: The information shared in this video is for informational and
educational purposes only and should not be considered financial, tax,
legal, or investment advice. IRMAA thresholds and surcharge amounts are
subject to change. Consult a qualified professional or contact the Social
Security Administration directly regarding your specific situation.

#SSA44 #MedicareIRMAA #MedicarePartB #MedicarePremium #SeniorFinance
#RetirementPlanning #MedicareSavings