Many of our clients pay Medicare premiums, but they may be surprised when their premiums suddenly go up due to the income-related monthly adjustment amount (IRMAA). In this session, we’ll talk about how to manage and reduce IRMAA.
Objectives
Upon completion of this session, you will be able to:
Explain IRMAA and how it is computed to clients
Appeal an IRMAA
Help your clients manage IRMAA
Assist clients in evaluating the tax implications of Medicare and IRMAA decisions
