Uploaded January 2026 | Updated September 2026, 3 weeks ago
Most people don't realize that their 2024 tax return determines their 2026 Medicare premiums.
If your RMDs or income are too high, you’ll get hit with IRMAA; a massive surcharge on Parts B and D.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.
Most people don't realize that their 2024 tax return determines their 2026 Medicare premiums.
If your RMDs or income are too high, you’ll get hit with IRMAA; a massive surcharge on Parts B and D.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.
