medicare
3 Medicare Gaps That Catch Retirees Off Guard
Medicare doesn't cover dental, vision, or the income surcharge most retirees don't see coming. Here's how to fill the gaps.
Retirement Income
How a Roth Conversion Affects Your Social Security Tax and Medicare Premium
A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming.
Retirement Income
Financial Tip: Using Installment Sales to Avoid Medicare IRMAA Surcharges
There's a sinister Medicare surcharge called IRMAA that hits when you sell appreciated assets. But there's a legal way around it.
Success Stories
Success Story: How We Helped Julie Appeal Her Medicare IRMAA Overcharge
When Julie got hit with a Medicare IRMAA surcharge based on her old working income, our Client Care team showed her how to appeal it using the SSA-44 form.