If your client's income is above a certain level, they may have to pay an Income-Related Monthly Adjustment Amount (IRMAA) in addition to their Part B premium and/or Part D premium. The Social Security Administration (SSA) determines if someone owes an IRMAA based on the income they reported on their IRS tax return two years prior, meaning two years before the year when they pay the IRMAA.
This free guide provides you with information you can use to help your clients appeal an IRMAA decision. For more in-depth information about Medicare appeals and IRMAA, check out our course on Medicare Interactive Pro (MI Pro).
Certified Financial Planner (CFP®) practitioners can learn the fundamentals of Medicare and earn CE hours. MI Pro offers two programs approved by the CFP Board®: Medicare Intensive for Financial Planners (17 CE hours) and Medicare Overview for Financial Planners (5 CE hours).
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