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8min chapter
The IRMAA Tax Is Coming For You with Mark Annese and Dan McGrath
Economics Matters with Laurence Kotlikoff
Navigating IRMAA Tax for Retirees: Educating Financial Professionals
The chapter delves into the complexities of the IRMAA tax within the Medicare system, stressing the importance of educating financial professionals to effectively plan for and mitigate this tax. It discusses strategies, including the use of Roth accounts, life insurance, and non-qualified annuities, to help retirees minimize the impact of IRMAA on their finances.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode