The show is a proud member of the Retirement Podcast Network.

Welcome to the show dedicated to helping you not just survive retirement, but to have the confidence

because you're doing the work.

To really lean in and rock it. My name is Roger Whitney by day

I'm a practicing retirement planner with over 30 years experience, founder of

agile retirement management.

And for the last 10 years or so, I've hung out on this show,

maybe with you, noodling on this idea of retirement planning,

but most importantly, how do you actually do this

do it away so it doesn't become a second job or a new job but in a way that you can go create a great life

which is the whole point of the exercise. So today on the show we are

going to focus on answering your questions. We're going to answer our title question

on Irma what aspects of income are included in the modified adjusted gross income

Maya calculation in order to determine your Irma surcharge?

Don't worry, if that was Greek to you, I will explain.

And then after that, we're going to bring on Taylor Schulte, a excellent retirement planner,

founder of Define Financial, and host of the Stay Wealthy Retirement Podcast.

To answer some of your questions, we go through a lot of questions.

Inherited IRAs, accessing home equity, pension versus no pension, a few others in there.

We're focused on answering your question, but you're also gonna get a lens into

what happens when you get two retirement planners that think about the stuff all the time.

What happens when you get them together?

...