Latest / Economics Matters with Laurence Kotlikoff
The IRMAA Tax Is Coming For You with Mark Annese and Dan McGrath
It's time to about the IRMAA Tax, a.k.a. Medicare Income-Related Monthly Adjustment Amount, which is simply a tax by another name that is assessed when you join Medicare Part B or Medicare Part C. It's based on a special measure of Modified Adjusted Gross Income two years back in time.
Professor Kotlikoff talks with Dan McGrath and Mark Annese, the founders of IRMAA Certified Planner, an IRMAA certificate program for planners with specialized software that can be used to reduce your IRMAA payments. Mark and Dan are the experts with all the secrets. Topics discussed:
How the costs associated…
The skinny
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