• How Can I Get an IRMAA Exception?

  • May 29 2024
  • Length: 52 mins
  • Podcast

How Can I Get an IRMAA Exception?

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  • Summary

  • 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
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