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IRMAA Fees In Retirement & How To Avoid Them with Taylor Schulte (EP.79)
Episode 79

IRMAA Fees In Retirement & How To Avoid Them with Taylor Schulte (EP.79)

The Long Term Investor · Peter Lazaroff

December 21, 202225m 46s

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Show Notes

Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA.

Listen now and learn:

  • How IRMAA works
  • Strategies for retirees to avoid IRMAA
  • How to plan for IRMAA while you're still working

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.