Avoid the Medicare Premium Surprise (IRMAA)

Here's a quick PDF for executives nearing retirement. Spot the income events that can raise Medicare costs later!

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What’s inside (6 pages):



• A plain-English IRMAA explanation tailored to executives' “lumpy income”
• The 10 most common IRMAA tripwires (bonus, RSUs, stock sales, severance, Roth conversions, etc.)
• A two-year lookback planner (so you know which tax year is “the scorecard”)
• 2026 Part B + Part D IRMAA tables (with the official 2026 amounts)
• A SSA-44 “income dropped after retirement” checklist + links to the official forms/resources

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