Ep 487. The Medicare Surcharge You Need to Plan for Two Years Ahead

Podcast: Retire SMART Podcast · Retire SMART LLC

Opublikowano: 2026-10-08

Medicare planning can involve more than choosing a healthcare plan, especially when your income can trigger an additional surcharge known as IRMAA. Jacob Orand joins the show to explain the two-year lookback rule, upcoming Medicare changes, and strategies retirees can use to potentially reduce or appeal these costly surcharges.