Getty Images With investment accounts about to ... In addition, they will likely end up paying IRMAA surcharges on Medicare premiums. If you are likely to take out more than you are required ...

A reader is trying to plan ahead to avoid the dreaded surcharges that can come out of your Social Security check.

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

In 2025, here are the income thresholds that will trigger IRMAA surcharges for Medicare beneficiaries: For Medicare beneficiaries whose income surpasses these benchmarks, total Monthly Part B ...

Knowing this, you should remember that Medicare premiums, including IRMAA, are re-evaluated every year. If your income decreases, your premiums can revert to lower levels in future years.

In 2025, here are the income thresholds that will trigger IRMAA surcharges for Medicare beneficiaries: Single tax filers: $106,000. Joint tax filers: $212,000. Married filing separately ...

Knowing this, you should remember that Medicare premiums, including IRMAA, are re-evaluated every year. If your income decreases, your premiums can revert to lower levels in future years. Otherwise, ...

You also need to be aware of possible changes in your income-related monthly adjusted amount (IRMAA) surcharges. The increase in your modified adjusted gross income (MAGI) can result in surcharges ...