IRMAA

By Terry Savage on December 17, 2024 | Insurance & Annuities

My wife’s SS benefits are based on my record – I stopped working in May 2024 and want to appeal for 2025 as my income went down ~$100,000.
Does my wife also have to fill out form SSA-44 or will they use my form to amend her payment to Medicare as well?

Terry Says

This response came directly from Matthew Allen of IRMAA.com:
“They both need separate appeals; however, I would suggest they schedule a free initial consultation with us here: http://irmaa.com/scheduling . In addition to successfully appealing the next year, we can often get folks that retired part way through the year IRMAA refunds for the whole year of retirement as well.

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