#irmaa
21 stories
Social Security Income Drop Fix
Social Security takes 2 years to notice income drop but fixes it in 2 weeks with one form.
24/7 Wall St. · 1m
Medicare Mistakes Retirees Make
Retirees often make costly Medicare errors: avoid 5 common pitfalls with this guide.
Kiplinger · 2m
20.8 Million Medicare Beneficiaries Get $90 Rebate
Medicare Advantage members miss $90 rebate despite same Part B premium as Original Medicare.
24/7 Wall St. · 1m
Social Security Recomputation Boosts Benefits
Working past 62 can permanently raise Social Security benefits by $25 monthly through automatic recalculation.
24/7 Wall St. · 1m
House Sale at 63 Sets Medicare Premium
Selling a home at 63 can raise Medicare premiums by $6,355 annually.
24/7 Wall St. · 1m
Which Account Goes First? The Question Every Couple With $1.4 Million Should Answer Before 65
Couples with $1.4M must decide which account to touch first before 65 to avoid Medicare surcharges.
Yahoo Finance · 1m
Who Qualifies for $90 Medicare Part B Rebate?
Medicare Part B enrollees get $90 rebate if they meet specific criteria.
Kiplinger · 1m
Medicare $90 Rebate for Original Beneficiaries
Texas residents in Original Medicare may get a one-time $90 premium rebate this month.
Dallas Express · 1m
Trump's $90 Medicare Payment Details
US sends $90 one-time Medicare Part B premium payment to 20m enrollees in early October.
Financialexpress · 1m
Medicare Surcharge Hidden in Home Sale
Retired couple's home sale and final salary stack on one tax return, triggering Medicare surcharge until SSA-44 fixes it.
24/7 Wall St. · 1m
Retirement Ripples: Financial Decisions and Their Long-Term Impact
Retirement decisions create ripples that reshape financial security for years.
Kiplinger · 1m
Social Security 2027 Raise Tracking
2027 Social Security raise projected at 3.6% but Medicare premium details delayed until November.
Yahoo Finance · 1m
Ranch Sale Triggers Two-Year Medicare Premium Hike
A family's 88,000-acre ranch sale in 2026 could raise Medicare premiums by 2028 for up to a year.
24/7 Wall St. · 1m
West Texas Ranch Water Deal Puts Medicare Premiums Two Years Later
A $1.3 million water rights deal for a West Texas rancher triggers Medicare premiums two years after closing, not when the money arrives.
24/7 Wall St. · 1m
Your 2027 Medicare Open Enrollment Guide
Mark your calendar for critical dates and watch for key notices that will shape your healthcare coverage and costs next year.
Kiplinger · 2m
The Medicare trap that kills your HSA tax break
Workers switching to Medicare at 65 lose HSA eligibility instantly, but the real damage comes from a hidden Social Security rule that retroactively shrinks their contribution limit.
24/7 Wall St. · 2m
The Roth conversion trap most advisors ignore
A couple can convert $47,500 tax-free this year, but one overlooked calculation reveals it might not save them anything.
24/7 Wall St. · 2m
The $410K mistake that cost her thousands in taxes
She let her 403(b) grow untouched for 13 years, missing a golden opportunity to convert money at lower tax rates before required distributions kicked in.
24/7 Wall St. · 2m
The RMD deferral trap that costs retirees thousands
Pushing your first required minimum distribution to 2027 saves taxes now but stacks two years of income into one, triggering Medicare surcharges that arrive two years later.
24/7 Wall St. · 2m
The hidden Medicare trap in Roth conversions at 63
A two-year lookback means conversions you do today will raise your Medicare premiums the moment you turn 65.
24/7 Wall St. · 1m
$7,900 a Month Without the Medicare Surcharge
Six holdings can pay $94,800 a year, but where you park them decides your Medicare bill.
Yahoo Finance · 2m