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Ep 234. The Complexities of IRMAA, with Jacob Orand

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Manage episode 488320469 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC 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://staging.podcastplayer.com/legal.

Jacob Orand returns to break down the complexities of Medicare’s IRMAA penalties and how the SSA-44 form can help retirees push back on unexpected costs tied to a life-changing event. From sneaky Medicare Advantage fees to the IRS’s two-year income lookback, the team unpacks what proactive retirees need to know. Bonus: a few laughs about government bureaucracy and Ghostbusters along the way.

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 488320469 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC 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://staging.podcastplayer.com/legal.

Jacob Orand returns to break down the complexities of Medicare’s IRMAA penalties and how the SSA-44 form can help retirees push back on unexpected costs tied to a life-changing event. From sneaky Medicare Advantage fees to the IRS’s two-year income lookback, the team unpacks what proactive retirees need to know. Bonus: a few laughs about government bureaucracy and Ghostbusters along the way.

  continue reading

150 episodes

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