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Personal Finance (Not Investing) • Timing of IRMAA Appeal

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Hi all,

My wife and I both turn 65 this August.

Due to a forced retirement from my workplace, effective June 1, and because my wife has no HC coverage of her own, we will both apply for Medicare, including a supplement, this summer.

Our 2022 MAGI is within the SSA's 1.4x surcharge bracket ($206-255K MFJ).

My projected 2024 MAGI will be well below the initial IRMAA threshold.

Today's dumb question: Following our Medicare enrollments, do I need to wait until after SSA has notified me of its IRMAA determination before I can file an IRMAA appeal based on the June 1 life-changing event?

Thanks for any advice!

Statistics: Posted by gregger — Fri May 17, 2024 11:29 am — Replies 0 — Views 105



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