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Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA (Income Related Monthly Adjustment Amount) works, what income sources count toward it, and how certain investment choices could help you stay under the limit.
You’ll learn:
Which common investments increase your IRMAA
Why even reinvested income can raise your Medicare costs
How fixed indexed annuities and MYGAs may offer IRMAA-friendly growth
What the exclusion ratio is and how it helps reduce taxable income from annuities
When Roth conversions inside annuities might make sense
If you're close to retirement—or already navigating Medicare—this episode can help you make smarter decisions about income and taxes in retirement.
You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by...
Not all financial advisors are created equal—and in this episode, I explain why. From big-name firms to flashy sales pitches, I walk you through...
Bonuses are often touted in bold print, designed to grab your attention and make a particular annuity product seem irresistible. But here’s what you...
