3 Strategies to Avoid IRMAA

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  • Опубликовано: 9 фев 2025
  • The Income Related Monthly Adjustment Amount, also known as IRMAA, can cause you to pay more for your Medicare Part B and Part D. However, there are strategies you can implement to completely avoid IRMAA.
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    Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
    Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Комментарии • 3

  • @FIRE_DrNinjaTurtle
    @FIRE_DrNinjaTurtle 8 месяцев назад

    Love it. I am saving this topic to talk about how it specifically affects me on my channel

  • @Eric-wc7lx
    @Eric-wc7lx 8 месяцев назад

    What type of interest on taxable funds isn’t on the tax return? Muni interest is included in MAGI?

  • @mikeanderson2655
    @mikeanderson2655 8 месяцев назад +2

    You keep saying “at age 65” but it’s really at 63 that you have to be careful.