About this episode

This episode discusses IRMAA planning and strategies to reduce Medicare premium surprises in retirement.

IRMAA planning is an important part of retirement planning because even a small increase in income can trigger significantly higher Medicare premiums. In this episode of Wise Money, we explain how IRMAA works, why Medicare surcharges catch so many retirees by surprise, and the strategies that may help you reduce or avoid those extra costs. From Roth conversions and retirement withdrawals to property sales and taxable income management, we cover the key financial decisions that can impact your future Medicare premiums. If you want to avoid costly Medicare surprises in retirement, this episode is packed with practical planning insights. Season 11, Episode 37 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/Uq3u2RzsREU Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities…

People in this episode

Host: Kevin Korhorn

Topics covered

• Medicare
• IRMAA planning
• retirement planning
• financial strategies
• taxable income management
• cost reduction

Keywords

• Medicare premiums
• IRMAA
• retirement
• financial planning
• Roth conversions
• taxable income
• cost management

Mentioned in this episode

Organizations: Korhorn Financial Group, Silver Oak Securities, Inc., KFG Wealth Management, LLC, YouTube, Facebook, Instagram

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