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Case Study: Appealing IRMAA when enrolling into Medicare

Excerpt of This Case Study

Within 2 months of being retired and enrolled into Medicare Sherry has received a Pre-Determination Notification from the Social Security Administration.

This Notification has explained to Sherry that due to her income from 2 years prior she has entered into Medicare’s Income Related Monthly Adjustment Amount (IRMAA) and that her Medicare premiums
have been increased by almost double.

Further compounding this issue, the increase in her Medicare premiums will be automatically deducted from her Social Security benefit.

This case study outlines what happened to create the issue and the steps that were taken to help the situation along with information regarding possible pitfalls in her future retirement.

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Case Study 1 - download
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IRMAA Certified Planner was created to help educate financial professionals about the concepts, rules and regulations surrounding Medicare’s IRMAA. With industry leading research and tools, we are committed to educating and certifying each individual that works through us, has the most up to date information to help their clients plan and prosper.