This one is created for executives near retirement to spot the income years that can raise Medicare Part B & D costs – The Medicare premium surprise that springs two years later!
The IRMAA Tripwire Kit includes:
- A plain-English IRMAA explanation tailored to executives “lumpy income”
- The 10 most common IRMAA tripwires (bonus, RSUs, stock sales, severance, Roth conversions, etc.)
- A two-year lookback planner (so you know which tax year is “the scorecard”)
- 2026 Part B + Part D IRMAA tables (with the official 2026 amounts)
- A SSA-44 “income dropped after retirement” checklist + links to the official forms/resources
If you’re one of those facing this issue, you can sign-up to receive the IRMAA Tripwire Kit here.
Enjoy!
Jim
