What if a small withdrawal could quietly trigger a chain reaction of taxes and higher Medicare costs? In this episode, Marc and Dylan Linsky break down how IRMAA surcharges can impact retirement and why income decisions—from selling a home to taking IRA withdrawals—can have broader tax consequences. They explain how Medicare premiums are calculated, share a real-life example of unintended tax outcomes, and highlight the importance of coordinating withdrawals with a broader tax strategy in retirement.

 

To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com

 

As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.

What if a small withdrawal could quietly trigger a chain reaction of taxes and higher Medicare costs? In this episode, Marc and Dylan Linsky break down how IRMAA surcharges can impact retirement and why income decisions&mdash;from selling a home to taking IRA withdrawals&mdash;can have broader tax consequences. They explain how Medicare premiums are calculated, share a real-life example of unintended tax outcomes, and highlight the importance of coordinating withdrawals with a broader tax strategy in retirement.
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To schedule a complimentary consultation with L3 Family Wealth Partners visit <a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
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As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.

As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.