The IRMAA Tax Is Coming For You with Mark Annese and Dan McGrath

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 to health care are impacting investors’ retirement and Social Security benefits.
  • What you don’t know about IRMAA will hurt you and can cost you anywhere from almost $2K to $7k per year.
  • There are ways to limit your IRMAA tax.


--------------------------------------------------------------------------- Economic Matters - The podcast is hosted by Laurence Kotlikoff and moderated by Alex Kotlikoff. Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic. Facebook: ⁠⁠⁠⁠⁠⁠kotlikoff⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠⁠@kotlikoff⁠⁠⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠⁠⁠laurencekotlikoff⁠⁠⁠⁠⁠⁠

Substack: ⁠⁠⁠⁠⁠⁠https://larrykotlikoff.substack.com/⁠⁠⁠⁠⁠⁠

Books: ⁠⁠⁠⁠⁠⁠https://kotlikoff.net/books/⁠⁠⁠⁠⁠⁠

Company: ⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/

Jaksot(131)

Former Airforce Pilots, Mark and Kara Brandt, Talk Flying the U-2 and C-5, Flying for United, and Landing their Finances With MaxiFi

Former Airforce Pilots, Mark and Kara Brandt, Talk Flying the U-2 and C-5, Flying for United, and Landing their Finances With MaxiFi

Mark and Kara are a 50-50 combination of Top Gun and The Right Stuff. Mark was chosen by the Airforce to fly the U-2 Spy Plane -- at 72,000 feet, in a space suit to keep from compressing to a raison. ...

1 Touko 20251h 20min

Apollo's Chief Economist, Torsten Slok, Estimates a 90 Percent Odds of Recession

Apollo's Chief Economist, Torsten Slok, Estimates a 90 Percent Odds of Recession

The markets are going nuts for a good reason. The Administration is taking, at random, three steps backwards and 1 step forward on a wide range of issues. These include effectively eliminating trade w...

25 Huhti 20251h 51min

David Barboza

David Barboza

David Barboza, a Brilliant, Informed, and Thoughtful China Expert, Discusses U.S.-China Relations. The Relationship has gone from Distant to Close and Now to Dangerous as the U.S. Faces Economic Irrel...

1 Huhti 20251h 5min

Rudiger Bachmann

Rudiger Bachmann

Trump, the German View. A Discussion with Rüdiger Bachmann, One of Germany's Most Influential Economists and Public Intellectuals

24 Maalis 202545min

Richard Berner

Richard Berner

Is Musk-Trump's Evisceration of Financial Oversight Sheer Lunacy? Richard Berner, NYU Professor of Finance, Former First Director of the Treasury's Office of Financial Research, and Former Morgan Stan...

13 Maalis 202555min

Terry Savage and Larry Discuss Roth Conversions

Terry Savage and Larry Discuss Roth Conversions

Terry Savage, our Nation's Brilliant Personal Finance Guru, Returns to Economics Matters to Discuss Roth Conversions

21 Tammi 202559min

Moshe Milevsky

Moshe Milevsky

Superb Economist, Moshe Milevsky, Discusses Mitigating Longevity Risks Via Past, Present, and Future Tontines/AnnuitiesMoshe Milevsky is one of my all-time favorite economists. He's a true expert on p...

11 Joulu 202450min

Liz Weston

Liz Weston

Liz Weston, the Internet's Most Read Personal Finance Columnist Joins Economics Matters -- the Podcast to Share Her Career-Long Trove of Critical Financial Secrets and Advice Liz Weston is the most-re...

21 Marras 202454min

Suosittua kategoriassa Koulutus

rss-murhan-anatomia
voi-hyvin-meditaatiot-2
psykopodiaa-podcast
adhd-podi
rss-liian-kuuma-peruna
rss-narsisti
rss-rahamania
rss-duodecim-lehti
rss-psykalab
rss-tietoinen-yhteys-podcast-2
rss-vapaudu-voimaasi
kesken
psykologia
rss-valo-minussa-2
rss-niinku-asia-on
rss-lasnaolon-hetkia-mindfulness-tutuksi
puhutaan-koiraa
filocast-filosofian-perusteet
rss-monarch-talk-with-alexandra-alexis
rss-luonnollinen-synnytys-podcast