Should We Even Worry About IRMAA? Ep #308

Published: Aug. 7, 2023, 8 a.m.

As a financial advisor that thinks a lot about the Medicare surcharge IRMAA, an article titled Stop Worrying About IRMAA written by a source I trust certainly caught my eye.\xa0

In this episode, we\u2019ll explore what IRMAA does, reflect on the article, and discuss whether the IRMAA surcharge is worth worrying about. If you have questions about IRMAA or are starting to approach Medicare age you won\u2019t want to miss out on this episode.

Outline of This Episode
  • [1:22] How Medicare works
  • [5:33] How IRMAA works
  • [8:09] My thoughts
  • [9:18] Action items
  • [14:50] How to pay taxes on Roth conversions
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