Ep 234. The Complexities of IRMAA, with Jacob Orand

Jacob Orand returns to break down the complexities of Medicare’s IRMAA penalties and how the SSA-44 form can help retirees push back on unexpected costs tied to a life-changing event. From sneaky Medicare Advantage fees to the IRS’s two-year income lookback, the team unpacks what proactive retirees need to know. Bonus: a few laughs about government bureaucracy and Ghostbusters along the way.