The Medicare Surcharge Hiding in Your Retirement Plan

Send us Fan Mail One overlooked income spike could make Medicare more expensive than you expected. Tim Wood breaks down IRMAA, the Medicare surcharge tied to income, and explains why retirees should understand what may count toward those thresholds. He also explores the two-year income lookback, retirement withdrawals, Roth conversions, and other financial events that may affect Medicare costs. Plus, Tim discusses longevity, healthcare, market risk, and why changing circumstances can make a w...