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3 Ways to Reduce Medicare IRMAA (Now and in the Future!)

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Manage episode 463986551 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Worried about Medicare IRMAA eating into your retirement savings?

Whether you're 10+ years away from Medicare or already enrolled, this episode will help you navigate this pesky surcharge and protect your retirement savings.

Key topics covered:

► Updated 2025 IRMAA brackets

► Answers to common planning questions

► 3 strategies to minimize (or avoid) IRMAA

You'll also learn how to project future IRMAA brackets for better planning.

If you want a clear roadmap for making informed decisions about your future healthcare costs, you'll enjoy today's episode.

***

RETIREMENT & TAX PLANNING:

Looking to hire a financial planner with retirement & tax planning expertise?

My team and I only have a few more openings for Discovery Meetings with new clients.

If you're seeking professional help, we would love to have a conversation!

👉 Learn more about our process and grab one of the remaining slots.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

228 episodes

Artwork
iconShare
 
Manage episode 463986551 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Worried about Medicare IRMAA eating into your retirement savings?

Whether you're 10+ years away from Medicare or already enrolled, this episode will help you navigate this pesky surcharge and protect your retirement savings.

Key topics covered:

► Updated 2025 IRMAA brackets

► Answers to common planning questions

► 3 strategies to minimize (or avoid) IRMAA

You'll also learn how to project future IRMAA brackets for better planning.

If you want a clear roadmap for making informed decisions about your future healthcare costs, you'll enjoy today's episode.

***

RETIREMENT & TAX PLANNING:

Looking to hire a financial planner with retirement & tax planning expertise?

My team and I only have a few more openings for Discovery Meetings with new clients.

If you're seeking professional help, we would love to have a conversation!

👉 Learn more about our process and grab one of the remaining slots.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

228 episodes

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