.. The IRMAA increase was based on a one-time severance payment from a previous year—something we had no idea could impact our Medicare costs. After working with Samantha, we got a net increase in our monthly Social Security benefits! ..
“.. We were surprised when we received our initial Social Security Benefits letter, which showed we’d be paying an unexpected income-related monthly adjustment amount (IRMAA) for Medicare Part B. The increase was based on a one-time severance payment from a previous year—something we had no idea could impact our Medicare costs.
Thankfully, Samantha Katchen guided us through the process of filing an appeal using the SSA-44 form, explaining every step along the way. Because of her expertise, Social Security approved our request and removed the IRMAA, significantly reducing our Medicare costs.
We are so grateful for Samantha’s knowledge and guidance—without her, we wouldn’t have even known this was an option! ..”
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclaimer: Key Retirement Solutions Inc. is approved in 48 States But Not in All Service Areas. We do sell Plans in 48 states; we do not sell in HI and AK, and we do not sell Plans in all service areas in the 48 states. We work with over 30 Carriers and over 100 different carrier plans.
This test was developed to assess the impact of IRMAA on your Medicare bill, and explain what to do about it depending on your situation.
To perform the assessment, the Impact Test will ask you about different aspects of your life, including age range and generalized financial situation. You will receive a personalized report, including a breakdown of what steps to take.