Avoiding the IRMAA Penalty

Published Jan 01, 2024
Author Jason Barber

If you’re enrolled in Medicare and earning a high income, you may be subject to the Income-Related Monthly Adjustment Amount (IRMAA) penalty. Learn more about how IRMAA works and how to avoid this surcharge with our helpful video.

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Jason Barber, CFP®

Jason Barber founded the company to create a space where clients come first. After 12 years in leadership roles at Edward Jones, Jason wanted to build something that reflected his belief in true client-first service and meaningful financial guidance. A proud graduate of Texas A&M, Jason holds the CERTIFIED FINANCIAL PLANNER® certification. Lifelong learning and […]

Avoiding the IRMAA Penalty

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Start planning better.

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Avoiding the IRMAA Penalty

Learn how a Holistic Plan helps you manage your money more effectively.

Watch Now:

Start planning better.

Subscribe for useful financial insights. (And a bit about us)