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Appeal Irmaa
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Did you know "high wage earners" may pay extra for Medicare Part B & D? It's called the IRMAA surcharge, and it's based on income from 2 years prior. But if life changes reduced your earnings, you can appeal using form SSA-44 for a refund. Don't overpay! Join my live Q&A for more info. #Medicare #IRMAA #SocialSecurity #RetirementPlanning #SSA44 | Dr. Ed - Former SSA Manager
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Learn more strategies to avoid Medicare IRMAA surcharge for parts B and D of Medicare in my book. Go to Amazon type in Medicare mama. If you need an appointment because you need help enrolling in Medicare insurance plans book a free appointment at www.themedicarefamily.com license and all 50 states and our help is free. | Sylvia Gordon
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What’s the accountants and financial planners are unaware of how Medicare IRMAA works and are unable to guide you to avoid triggering the surcharge for Medicare. Find my book on Amazon, “Medicare Mamas guide to Medicare and Social Security retirement.” I have a whole chapter on Medicare Irmaa to help you for your own strategy. 800-970-1964 | The Medicare Family
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If you transfer a 401k to your own IRA you avoid taxes and won’t trigger Medicare IRMAA (the surcharge high earners pay for Medicare Parts B & D) but if you just deposit it in your savings account you’ve likely caused some tax and Medicare problems! More at www.TheMedicareFamily.com Click here for my FREE cheat sheet, workshop, and more! linktr.ee/medicaremama | The Medicare Family
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