Retirement Tax Management: Medicare and IRMAA

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.6 • 1.2K Ratings

🗓️ 20 November 2019

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

There is a lot to consider when planning tax management in retirement. You’ve got to think about RMD’s, tax brackets, Medicare, and IRMAA. You may have heard of IRMAA and been wondering just what this mysterious acronym is. On this episode of...

Transcript

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0:00.0	I am Sparta.
0:07.0	Spada.
0:11.0	Welcome to the 300th episode of the retirement answer man.
0:20.0	Oh,
0:29.0	Welcome to the show. This is the 300th episode. Holy can only that's a long time.
0:32.0	My name is Roger Whitney and I am your host. And if you've never been here
0:37.1	before, we're not always this silly, and this is the show dedicated to helping you not just survive retirement.
0:47.0	We really want you to rock it.
0:49.4	And we believe that you can.
0:50.7	And we noodle on how do you do that every week on the show so
0:54.0	welcome to the 300th episode so we are in the middle of a month-long theme of
1:01.4	how do you manage taxes in retirement and what we've been doing
1:06.0	is focusing on identifying the levers that we have and today I'm going to introduce
1:11.8	you to a new tax called Irma.
1:14.6	Yes, we're going to meet Irma and learn all about her.
1:17.5	And then next week we're going to try to tie all this stuff in together
1:20.8	of how do you manage all of these different variables in tax
1:25.3	management but we can't do any of that until we have that all important disclaimer.
1:29.1	Well, it's Well if you're new here make sure you don't take advice from me. I'm not your
1:38.3	advisor. I'm just a guy on a podcast who walks life with clients who I do give advice to and remember this helpful
1:45.2	hints in education before you make any decisions talk to your legal advisor, your tax advisor,
1:50.5	or your financial advisor. That's just common sense. Now let's go get a couple
	...

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