by Dan Dorval & Leah Woodly
In this video, Dan and Leah discuss one of Leah’s client meetings, centered around IRMAA surcharges.
Having a significant income increase can impact how much you pay for Medicare premiums.
Watch to learn more and here tips on how you can mitigate the surcharge risk.
This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
