Medicare IRMAA Resource Kit

Medicare IRMAA Resource Kit

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We've created and gathered all the resources you need to understand, appeal, mitigate or eliminate IRMAA in retirement. No need to Google and search to find reliable information. We're going to save you a ton of time understanding this important surcharge that affects millions of Americans every year.

Here's what you'll have access to:

  • IRMAA Exposure Quiz
  • 20-page IRMAA Guide & Workbook 
  • IRMAA Case Studies & Stress Test Sample
  • 10-page Guide to Appealing IRMAA with Sample Letter
  • IRMAA Case Studies: Appealing & Tax Planning
  • How Much Will You Pay for Medicare Decision Tree
  • Roth Conversion Decision Tree
  • Plus, the Recorded IRMAA Webinar 
  • Presentation &
  • Complimentary IRMAA Stress Test