IRMAA Medicare Surcharge Calculator 2026

Find out if your IRA or retirement income will trigger higher Medicare premiums. See how a Roth conversion could help.

Your Information

Your IRMAA Exposure

Moderate

Current Monthly Surcharge

$83/mo

Part B: $70.00 + Part D: $12.90

Annual IRMAA Cost (Current Income)

$995/yr

Projected IRMAA as RMDs Grow

AgeIncomeAnnual IRMAA
77$154,976$2,521
80$159,915$2,521
85$168,668$4,049

Total Projected IRMAA Cost (Age 65–97)

$90,847

Your projected IRMAA exposure is $90,847 over retirement.

A Roth conversion may eliminate this entirely.

Book a free 20-min call to model your conversion.

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