Medicare

Questions we’ll answer in this

Medicare Part B and Part D IRMAA Surcharge Rules Strategy Guide

  • Could a single dollar of extra income trigger a Medicare premium surcharge of up to $487/month?
  • Did you know Medicare uses your income from two years ago to calculate today’s Part B & D surcharges?
  • Have you experienced a life-changing event that could eliminate your Medicare surcharges entirely?
  • Are you paying double on Medicare IRMAA surcharges as a married couple without realizing it?

Have questions about something in this guide?

We'd welcome the opportunity to talk to you.

To download our Client Center financial documents and strategy guides, enter your basic contact information.

Schwab Alliance

IMPORTANT NOTICE (Required Click-Through Disclosure)

You are now leaving the Baker Wealth Group, LLC Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Baker Wealth Group, LLC or any advisor(s) whose name(s) appears on this Website. Baker Wealth Group, LLC is independently owned and operated. Schwab neither endorses nor recommends Baker Wealth Group, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Baker Wealth Group, LLC under which Schwab provides Baker Wealth Group, LLC with services related to your account. Schwab does not review the Baker Wealth Group, LLC Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Baker Wealth Group, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.