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.