Accidental Causes of IRMAA

Being required to pay the IRMAA surcharge can be costly and frustrating, especially if you weren’t aware of it. Here are the ways you could inadvertently trigger IRMAA.

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.