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The amount of additional (i.e., higher than the base amounts of) Medicare premiums depends on income from the tax return two years prior. These higher Medicare premiums are called Income Related Adjustment Amounts (IRMAA) but are effectively an additional tax. The IRMAA “tax” ranges from an additional $965 to more than $5,000 per year for an unmarried retiree and double those amounts for a married couple where both have Medicare. Approximately 4.5 million individuals on Medicare are paying IRMAA “tax” this year. Few retirees are aware that this tax trap exists and by the time they are caught in it, it may be too late or too expensive to get out of it.

In this webinar you will learn how to anticipate and avoid or reduce IRMAA taxes for your retired clients through proactive income planning.



*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.


Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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A CFP ID number will be required in order to receive CE credit for this webinar.