David Kassir Quoted in MoneyLion: 3 Medicare Options Federal Retirees Face in 2027

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in MoneyLion in an article on the Medicare options federal retirees face in 2027, and which coverage actually costs them the least. David’s view: the premium is only the starting point. The real cost of a Medicare option also includes out-of-pocket spending, the network limits and prior authorizations that come with Medicare Advantage plans, and the risk of facing medical underwriting later if you pass on a Medigap plan during your initial enrollment window. He also pointed to IRMAA, the income-related surcharge on Part B and Part D premiums, which is set by your tax return from two years earlier, so a one-time income event at 63, such as a home sale or a large Roth conversion, can raise your Medicare premiums at 65. Read the full article on MoneyLion: https://www.moneylion.com/trending/money/federal-retirees-medicare-options-2027-costs-least-premiums-surcharges