Solutions

Use our Medicare IRMAA Calculator tool to help your clients plan for their future healthcare expenses with confidence! This tool calculates projected Medicare expenses, including premiums and Income-Related Monthly Adjustment Amount (IRMAA) surcharges, based on your client’s income.

Enter factors like your client's tax filing status, state of residence, income sources and amounts to generate a personalized, easy-to-understand report that projects your client's Medicare premium costs through age 90.

It includes a graph showing the effects of those costs on your client's Social Security benefit to support your planning conversations and provide added value.

Click the Login or Register below to get started.