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Looking to see if you are going to hit Medicares’ IRMAA in Retirement and ending up paying higher premiums?

 

Take a quick 1 minute quiz to see if you should be looking a bit closer at your plans.

IRMAA Quiz
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What will your tax status be in retirement?
What is your estimated income in your first year of retirement (or if already retired, this year)?
Will you or are you receiving a Social Security Benefit?
Are you currently retired?
When you retire, will you have a 401(k) or IRA that is worth more than $500,000 at retirement?
Do you own or rent your primary residence?
Do you own any rental property?
Do you own a small business you will sell either 2 years before retirement or during retirement?
Do you own any other assets that you will most likely be liquidating during retirement?

Where do we send your results?

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