Laura Mattia, MBA, Ph.D, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article “My husband is 73 and our income is $135K per year. We planned to take his RMDs before year end. But I think things are complicated by taxes and Medicare. Should we delay?”
On a simplistic level, certified financial planner Laura Mattia at Wealth Enhancement says, “Even if your premium went up to the next bracket, and even if it impacts both of you, your incremental Medicare premium in 2028 will most likely be a fraction of your savings, somewhere around $2,000 for the year for both of you. As of now, the 2028 IRMAA premiums for Medicare Part B and D are not officially published, but based on historical trends and projections, we can make reasonable estimates,” says Mattia.
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