Medicare Part B Means Testing New Thresholds/ Surcharges for 2018

In our coming Q1 Newsletter we have a terrific detailed review of the background of Medicare, the newer means testing and what to expect in 2018.

In timely fashion, thanks to the nice work of a noted studious professional in our industry, Michael Kitces … the following chart shows the income thresholds and surcharges to take effect in 2018.



These resource thresholds have been lowered dramatically, scooping in more families than in past years. Again, full discussion coming in our Q1 Newsletter.

If you are on Medicare, take a moment to scan these numbers, it worth our time!

Bottom line, a higher income year for a joint couple could result in a $503 (A means surcharge of $369) monthly Part B premium EACH … eeek !

We will discuss planning ideas to help alleviate this and also what to do if you incorrectly may have been targeted for this type of surcharge premium!

All about timing and control of income!

Have a great “Medicare Controlled Surcharge” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

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