Inherit Your Mother’s $800,000 IRA at 66 and the Required Withdrawals Push You Over Medicare’s Surcharge Line for Ten Straight Years. Here’s How Advisors Time the ...

Spreading an $800,000 inherited IRA equally over 10 years pushes MAGI to roughly $149,000, triggering Medicare surcharges for a full decade. Withdrawing only up to the $137,000…

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