Video Description

Learn how to appeal a higher Medicare premium with Amy Shepard from Sensible Money. Discover the steps to reduce your costs and ease the Medicare process. SUBSCRIBE to our channel for more retirement insights: https://www.youtube.com/c/Sensiblemoney?sub_confirmation=1 Amy Shepard from Sensible Money walks through how to appeal an IRMAA surcharge on your Medicare premium, covering key steps to complete SSA-44 and lower monthly costs. From understanding your modified adjusted gross income to navigating the life-changing event criteria, Amy offers a practical guide to help retirees manage Medicare premiums efficiently. What to watch next: “What Are WEP and GPO? Understanding Key Retirement Terms” https://youtu.be/GI3wpD0_cYk Related links: - FREE REPORT: 4 Things Near Retirees Must Know About the 4% Rule https://www.sensiblemoney.com/four-percent-rule/?utm_source=youtube_desc&utm_medium=video - FREE REPORT: 10 Worst Money Moves for Near Retirees https://www.sensiblemoney.com/retirement-mistakes/?utm_source=youtube_desc&utm_medium=video - Control Your Retirement Destiny: Download Chapter 1 for Free https://www.sensiblemoney.com/control-your-own-retirement-destiny/?utm_source=youtube_desc&utm_medium=video For more expert insights and personalized retirement planning, visit our website: https://www.sensiblemoney.com/ Schedule a complimentary consult: https://www.sensiblemoney.com/premeeting/?utm_source=youtube_desc&utm_medium=video 00:00 - Introduction 01:05 - SSA 44 Form 04:55 - Step 1 Select Life-changing Event 06:38 - Step 2 Reduction of Income 08:20 - Questions on Step 2 10:25 - Questions on Step 3 12:28 - Step 4 Documentation 14:35 - Step 5 Submit #RetirementPlanning #FinancialRetirementPlanning #MedicareExpert DISCLOSURES This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.