To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a “Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event” form.
To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a “Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event” form.
Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.
Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.
A reader asks: When you are issued an IRMAA, does the IRMAA stay for one year only or does it stay that way for life?
Doing some conversion is usually much better than doing no conversion at all. We offer these four simple but effective strategies to calculate a good-enough conversion target for this year.
Federal AGIs between $75,000 and $99,000 of couples over age 65 begin to lose this age-based special treatment and lose the tax savings they had at lower income levels.