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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.
In this episode, we talk about a couple who were worried about running out of money in retirement. We show how using annuities helped...
In episode 85 of the Atlas Annuity Podcast, Marty Becker breaks down one of the most anticipated financial moves of the year—the Federal Reserve’s...
In this episode, Marty Becker breaks down the 4 percent rule—a common rule of thumb for retirement withdrawals—and explains why it might not be...
