A $1.65 Million Portfolio, Two Withdrawal Plans: One Triggers IRMAA and RMD Taxes, One Never Does
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Two retirees, same age, same $1.65 million balance, same seven holdings in identical weights. One will pay a Medicare premium surcharge stacked on top of a rising required withdrawal starting at 73. The other will not. Only the order they draw from, and the accounts those draws come from, separates the outcomes.
The seven positions are SPDR Portfolio S&P
Two retirees, same age, same $1.65 million balance, same seven holdings in identical weights. One will pay a Medicare premium surcharge stacked on top of a rising required withdrawal starting at 73. The other will not. Only the order they draw from, and the accounts those draws come from, separates the outcomes.
The seven positions are SPDR Portfolio S&P
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