Скачать или смотреть Medicare Premiums Could Cost You $1,500 Monthly - Mark Annese Interview

Brad and Mark Annese dive deep into the critical yet often overlooked topic of IRMAA—Income Related Monthly Adjustment Amounts—and how they affect Medicare premiums for retirees. They explain how IRMAA surcharges are tied to your modified adjusted gross income from two years prior and explore how decisions like when to retire, trigger Social Security, or sell assets like a business or second home can drastically impact your Medicare costs. Through real-life examples, including a Vietnam veteran’s unexpected financial penalty and the dangers of required minimum distributions from tax-deferred accounts, they emphasize the need for proactive retirement tax planning. The discussion also highlights strategies like Roth conversions and using annuities to manage taxable income and avoid future IRMAA brackets. This video is a must-watch for anyone nearing retirement who wants to protect their income and avoid costly surprises.


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🟦About

Hi, I’m Brad Pistole, a Retirement Income Certified Professional® (RICP®) and Certified Financial Fiduciary® (CFF®). My mission is to help individuals and families navigate the complexities of retirement planning with efficient, reliable strategies tailored to their unique financial goals.
With a heavy focus on income planning strategies, Social Security optimization, tax efficiency and estate planning, I will add extreme value to your retirement.

I work with clients not only in the Ozarks, but all across the country to create personalized retirement solutions that provide security and peace of mind.
Whether you're nearing retirement or already retired, I am committed to helping you protect and grow your assets while ensuring a steady, tax-efficient income for the future.
All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

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