Avoid Medicare Premium Surprises When You Take Withdrawals скачать в хорошем качестве

Avoid Medicare Premium Surprises When You Take Withdrawals

Turning on retirement withdrawals can accidentally raise your Medicare premiums two years later. In this week’s episode of Money Talk with Michael Eastham, he answers a common viewer question: “Our withdrawals might raise our Medicare premiums. How do we plan income to avoid that?” Many retirees are caught off guard by Medicare’s two-year look-back, where income today can lead to higher premiums down the road. A one-time withdrawal, conversion, or gain can create a surprise that feels hard to undo. In this video, he walks through clear, education-only concepts to help you plan ahead, including: How to coordinate withdrawals so your income doesn’t rise by surprise How a charitable gift from an IRA (often called a Qualified Charitable Distribution, or QCD) may help because it doesn’t increase taxable income What steps to consider after a major life change, including whether an appeal option (Form SSA-44) may apply The goal isn’t complexity — it’s clarity. When income is planned carefully, you can reduce the chances of unexpected Medicare premium increases and move forward with greater confidence and peace of mind. 👉 Watch now, then like and subscribe — and check the next video on your screen for more retirement answers. #RetirementPlanning #Medicare #RetirementIncome Please send any questions you may have to info@fellowshipia.com Schedule a FREE 15-minute call with Michael to discuss any questions further: https://calendly.com/fellowshipfinanc... Visit our website for more info: https://fellowshipfinancial.com/ Visit us on social media:   / fellowshipfinancial     / fellowshipfinancialgroup     / fellowshipfinancialgroup   The Retirement Income Show with Michael Eastham Podcast is now available to stream for FREE wherever you get your podcasts. Michael Eastham, CPA, PFS, is the founding Principal of Fellowship Financial Group in Maitland, Florida. Eastham has been involved in financial services for more than 25 years. He is an active member of the American Institute of CPAs and has earned their Personal Financial Specialist (PFS) designation. He has a BBA in Accounting from James Madison University and holds Series 65 & 63 securities licenses, as well as licenses in Insurance and Annuities. Eastham is the author of the bestselling book Common-Sense Income Strategies and is a recognized specialist in the areas of financial strategies, retirement planning, and asset protection. He is the host of the financial radio show, The Retirement Income Show.