Case Study: MAGI and the Gift of an Income-Related Monthly Adjustment

Published: Dec. 18, 2017, 10:37 p.m.

Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.