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- Best Guess IRMAA Brackets for 2028 - Bogleheads. org
Best Guess IRMAA Brackets for 2028 by BluesH » Wed Jan 07, 2026 6:58 pm I'm trying to come up with a best guess for MFJ MAGI for the first IRMAA tier in 2028 Why? Because I think that if I increase my QCDs enough, I can avoid IRMAA for that year
- 2024 Income Planning 2026 IRMAA brackets - Bogleheads. org
2024 Income Planning 2026 IRMAA brackets by LilyFleur » Mon Dec 04, 2023 6:28 pm I'm retired and looking at needing a significantly higher income next year than usual I'm trying to plan responsibly for my taxes, and I noticed that I am on the edge of an IRMAA cliff (This is a question for Bogleheads who are well-versed in IRMAA strategy )
- IRMAA brackets after one spouse passes away - Bogleheads. org
IRMAA brackets after one spouse passes away by carolinaman » Sun Sep 28, 2025 11:40 pm My wife passed away in June Our 2024 MFJ tax return was in the first IRMAA premium tier The 2024 tax return will be the basis for my SS Part B fee including the IRMAA premium How will this be dealt with now that I will be a single tax payer?
- IRMAA in 2027 based on 2025 MAGI - Bogleheads. org
The Finance Buff states that the 2025 income cutoff for the first level of IRMAA for Married Filing Jointly is $220,000 assuming 0% inflation through August of 2026, their more conservative forecast
- Avoiding IRMAA for 2026 - Bogleheads. org
Avoiding IRMAA for 2026 by Exeter » Mon Nov 25, 2024 11:51 am [Topic is now in Personal Finance (Not Investing) - mod mkc] Good morning, I’m looking at year end income tax and getting uncomfortably close to the next IRMAA income bump (2026) I’m 74 and the RMD plus my retirement side job have pushed me higher each year
- Long term view of IRMAA, Roth conversions and income
Depending on the timing of DW's retirement you reducing your hours worked in 2026 ("work reduction" is another LCE on SSA-44), an IRMAA appeal in 2026 could give you the ability to make large Roth conversions in 2024 2025 without IRMAA being a factor
- Income-Related Monthly Adjustment Amount (IRMAA) - Bogleheads
Income-Related Monthly Adjustment Amount (IRMAA) is a surcharge added to monthly Medicare Part B and Part D premiums for Medicare recipients, based on their annual income [1] In effect, IRMAA reduces the subsidy that high-income beneficiaries receive from Medicare Although not described as a tax, it can behave as a tax-like cost for retired Medicare recipients, increasing the marginal tax
- Basic IRMAA question, which brackets to use? - Bogleheads. org
Very basic question here When looking at limits for IRMAA brackets do you use the brackets for the tax year or the benefit year In other words to know the income brackets that will be applied in 2026 based on 2024 income would I look at the current 2024 brackets or the projected 2026 brackets?
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