Skip to content
TrackPodcasts
businessJan 23, 202611:07pending

Aunt IRMAA and her Rules

About this episode

Johnnie explains IRMAA (Income-Related Monthly Adjustment Amount) and how it increases Medicare Part B and Part D premiums for higher-income retirees. He walks through how one-time income spikes—such as large withdrawals or Roth conversions—can raise Medicare costs for two full years, and how strategic planning can help minimize or avoid those increases.

Get every episode summarized

Each time Retire at New Heights with Johnnie Roberts publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Aunt IRMAA and her Rules

Retire at New Heights with Johnnie Roberts

0:00
11:07

More episodes

More from Retire at New Heights with Johnnie Roberts

View all episodes →