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How Can I Get an IRMAA Exception?

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Manage episode 420918165 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her.

On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
  • [2:14] Recent feedback
  • [6:57] What IRMAA surcharges are
IN THE NEWS
  • [14:55] Structured protection ETF
  • [25:06] What the details show
LISTENER QUESTIONS
  • [30:23] Should we keep our life insurance policy?
  • [34:42] Will the lack of a bachelor's degree hurt a retirement planning practice?
  • [36:02] Where to get the materials for the Certified Retirement Counselor curriculum
ROCK LIFE
  • [37:51] Cultivating a growth mindset through curiosity
  • [40:58] How to cultivate curiosity
TODAY’S SMART SPRINT SEGMENT
  • [50:55] Practice asking a dumb question
Resources Mentioned In This Episode

International Foundation for Retirement Education

Form SSA-44

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

  continue reading

551 episodes

Artwork

How Can I Get an IRMAA Exception?

Retirement Answer Man

497 subscribers

published

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Manage episode 420918165 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her.

On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
  • [2:14] Recent feedback
  • [6:57] What IRMAA surcharges are
IN THE NEWS
  • [14:55] Structured protection ETF
  • [25:06] What the details show
LISTENER QUESTIONS
  • [30:23] Should we keep our life insurance policy?
  • [34:42] Will the lack of a bachelor's degree hurt a retirement planning practice?
  • [36:02] Where to get the materials for the Certified Retirement Counselor curriculum
ROCK LIFE
  • [37:51] Cultivating a growth mindset through curiosity
  • [40:58] How to cultivate curiosity
TODAY’S SMART SPRINT SEGMENT
  • [50:55] Practice asking a dumb question
Resources Mentioned In This Episode

International Foundation for Retirement Education

Form SSA-44

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

  continue reading

551 episodes

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