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2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount)
https://youtu.be/bJheB6qKsvg?si=7O9-zA7kvnngMLZr
Sources:
• Americans Believe They Will Need $1.26 Million to Retire Comfortably According to Northwestern Mutual 2025 Planning & Progress Study
https://news.northwesternmutual.com/2025-04-14-Americans-Believe-They-Will-Need-1-26-Million-to-Retire-Comfortably-According-to-Northwestern-Mutual-2025-Planning-Progress-Study
• Federal Reserve 2022 Survey: Survey of Consumer Finances
https://www.federalreserve.gov/publications/files/scf23.pdf
• Fidelity Estimate: Retiree Health Care Costs
https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e
• IRS Topic No. 701: Sale of Your Home (Section 121 Exclusion)
https://www.irs.gov/taxtopics/tc701
• Reddit Thread: r/Medicare - IRMAA help?
https://www.reddit.com/r/medicare/comments/1ijxeed/irmaa_help/?rdt=48397
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Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.
The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
