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.

In this episode, we’ll 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’t 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

Resources & People Mentioned

The White Coat Investor - Should We Even Worry About IRMAA?
Episode 101 - How to Navigate the Upcoming Changes in Medicare Supplement Plans

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Should We Even Worry About IRMAA? Ep #308