On the other hand, taking the IRMAA penalty for one year means future tax-free Roth withdrawals won’t impact your MAGI in future years, which will help you avoid IRMAA! Similarly, if you sell th ...

Over the past few weeks, she has been spending a lot of time and effort helping clients navigate what is called a Medicare IRMAA ... way to calculate income. When calculating MAGI, the government ...

Dear Rusty: In a recent article about Medicare’s “Income-Related Monthly Adjustment Amount” (IRMAA) and how IRMAA affects Social Security taxes, you described which income gets included in the IRMAA ...