Everybody has heard of “Uncle Sam” but have you heard of what I like to call “Aunt IRMAA?” Jess is an IRMAA Certified Planner.
People on Medicare may have to pay extra for Medicare part B and part D. IRMAA stands for Income-Related Monthly Adjustment Amount which is a surcharge for Medicare beneficiaries who’s income is above certain levels.
Jess has strategies that can lower or eliminate your Medicare Part B and D surcharges that can drastically lower your income at retirement.
Book a consultation with Jess to find out if you will have to worry about IRMAA.
Disclosure
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Southeast Insurance and Financial Group Inc are independent of each other.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.
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