Medicare with a Pension: Avoid Tax & Premium Surprises in Retirement

If you have a pension and over $1 million saved for retirement, your Medicare costs may look very different from the average retiree. In this video, we walk through why age 63 is such a critical planning year, how Medicare premiums are calculated, and strategies to minimize both taxes and healthcare expenses throughout retirement. You'll learn about projected 2026 Medicare costs, the impact of required minimum distributions (RMDs), Roth conversion opportunities, and how to avoid costly mistakes that could push you into higher Medicare premium tiers. Stay tuned until the end for insights on IRMAA appeals, supplemental vs. advantage plans, and how to make Medicare planning work in your favor. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html  🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/