• Fixed Indexed Annuities and IRMAA

  • 2025/04/17
  • 再生時間： 10 分
  • ポッドキャスト

Fixed Indexed Annuities and IRMAA

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA (Income Related Monthly Adjustment Amount) works, what income sources count toward it, and how certain investment choices could help you stay under the limit.

    You’ll learn:

    • Which common investments increase your IRMAA

    • Why even reinvested income can raise your Medicare costs

    • How fixed indexed annuities and MYGAs may offer IRMAA-friendly growth

    • What the exclusion ratio is and how it helps reduce taxable income from annuities

    • When Roth conversions inside annuities might make sense

    If you're close to retirement—or already navigating Medicare—this episode can help you make smarter decisions about income and taxes in retirement.
    続きを読む 一部表示

あらすじ・解説

Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA (Income Related Monthly Adjustment Amount) works, what income sources count toward it, and how certain investment choices could help you stay under the limit.

You’ll learn:

  • Which common investments increase your IRMAA

  • Why even reinvested income can raise your Medicare costs

  • How fixed indexed annuities and MYGAs may offer IRMAA-friendly growth

  • What the exclusion ratio is and how it helps reduce taxable income from annuities

  • When Roth conversions inside annuities might make sense

If you're close to retirement—or already navigating Medicare—this episode can help you make smarter decisions about income and taxes in retirement.
続きを読む 一部表示

Fixed Indexed Annuities and IRMAAに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。