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Getting Real about Aunt IRMAA, ep.45

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Manage episode 371359855 series 2983113
Indhold leveret af Steven Jarvis and Benjamin Brandt. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steven Jarvis and Benjamin Brandt eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Join Ben and Steven as they discuss everyone least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo takes a few minutes to dive into how IRMAA really works and the important things to keep in mind when IRMAA starts effecting you. They also discuss opportunities for potentially lowering you IRMAA related income and the form you can use to request a waiver of premium increases in a year where your income drops, like the first year of retirement. In case you missed it in a previous episode, Steven and Ben also chat about the recent webinar they recorded all about long term tax planning and that the recording is available to everyone who listens to the podcast.

https://bit.ly/46AvsLD

  continue reading

75 episoder

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Manage episode 371359855 series 2983113
Indhold leveret af Steven Jarvis and Benjamin Brandt. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steven Jarvis and Benjamin Brandt eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Join Ben and Steven as they discuss everyone least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo takes a few minutes to dive into how IRMAA really works and the important things to keep in mind when IRMAA starts effecting you. They also discuss opportunities for potentially lowering you IRMAA related income and the form you can use to request a waiver of premium increases in a year where your income drops, like the first year of retirement. In case you missed it in a previous episode, Steven and Ben also chat about the recent webinar they recorded all about long term tax planning and that the recording is available to everyone who listens to the podcast.

https://bit.ly/46AvsLD

  continue reading

75 episoder

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