hard · Certified Financial Planner Risk Management
The McCabe household is retiring in 2026 and receives a Medicare surcharge determination based on their 2024 income. They recently learned about the 'SSA-44' appeal.
Which event would most likely qualify them for an appeal of the surcharge?
- A qualifying 'work stoppage' resulting from their retirement.
- A decrease in the fair market value of their primary residence.
- A decision to switch from Medicare Advantage back to Original Medicare.
- The 2024 MAGI being only $500 above the tier threshold.
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