Wealth Management CPAs is dedicated to giving you…

Medicare Resources

Protect your savings by planning for Medicare and taxes comprehensively

Medicare Premiums are set to rise 14.5% in 2022...

If you’d like to better understand your personal options and potential savings, request a complimentary consultation today.

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In this video, Jeremy Lindquist introduces Robert Beck, and they discuss the ins and outs of Medicare in 2022

Many of our clients have reached out and asked questions about reducing their payments this year:

  • What is the Medicare IRMAA and how can I limit or avoid paying it?
  • How will this affect my fixed income?
  • Will my Social Security cost of living adjustment keep up with Medicare?
  • How can I lower my taxes on Social Security?
  • How can I mitigate inflation and all these rising expenses?
  • Does my tax rate affect my Medicare cost?
  • Is there any way I can lower my premium?

These are great questions that revolve around the relationship between Medicare and tax planning. 

Yes, your tax rate can affect your Medicare costs.

Fortunately, we have highly-competent resources available to help you determine if you can lower your premium.

Here To Help

We are here to help you, by simplifying the complexities of Medicare and taxes

Robert Beck, CPA

Tax & Retirement Planning

Rob Beck is the managing partner of Wealth Management CPAs. They are a comprehensive wealth management firm that brings together your financial, tax and estate plans. Their firm has helped many clients reduce the increased costs and taxes associated with Medicare and Social Security.

Jeremy Lindquist

Medicare Planning

Jeremy has a wealth of knowledge and experience in the Medicare field. He has a deep understanding of the ins and outs of Medicare, and has helped educate seniors in the Salt Lake Valley about their insurance options and benefits for over a decade.

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Our firm has helped many clients reduce the increased costs and taxes associated with Medicare.

We're excited to see how we can help you.

If you'd like to better understand your personal options and potential savings, request a complimentary Medicare planning consultation here.

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Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

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