1715 Treasure Coast Financial Wellness with Thomas Davies
Medicare IRMAA Surcharges: 7 Strategies for 2026
Jun 01, 2026
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**Are you unknowingly overpaying tens of thousands annually for Medicare?** Most high-net-worth retirees don't realize that exceeding certain income thresholds triggers IRMAA surcharges—potentially doubling or tripling Medicare Part B and Part D premiums. This episode reveals seven strategic approaches to minimize these hidden costs that traditional retirement planning often overlooks.
Whether you have a seven-figure portfolio, substantial pension income, or concentrated stock positions, understanding Income-Related Monthly Adjustment Amounts is critical to preserving wealth. Our fiduciary advisors explore tax-efficient strategies, income timing techniques, and wealth management tactics specifically designed for affluent retirees in Florida and beyond.
Discover how proactive financial planning can save you thousands before 2026 takes effect. This educational discussion empowers you to take control of Medicare costs rather than letting them control your retirement lifestyle.
Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice.
đź“– Full show notes: https://tdwealth.net/medicare-irmaa-surcharges-7-strategies-for-2026/
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