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All thresholds sourced from IRS, CMS, and HHS publications. Data is for the 2026 tax year. Not financial advice — verify critical numbers before acting.

© 2026 Cliffedge, Inc.
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IRMAA Medicare Surcharge

Income-Related Monthly Adjustment Amount — full detail for your scenario.

Tier Position

02IRMAA Medicare Surcharge
Headroom$109,001

Your 2024 income sets your 2026 Medicare premium.

threshold $109,001 · cost if triggered $1,148/yr

Data verified Jun 2026· CMS Fact Sheet: 2026 Medicare

Standard (current)No IRMAA surcharge
Tier 1$109,001 to $137,000 · +$1,148/yr
Tier 2$137,001 to $171,000 · +$2,885/yr
Tier 3$171,001 to $205,000 · +$4,620/yr
Tier 4$205,001 to $499,999 · +$6,355/yr
Tier 5$500,000+ · +$6,936/yr

Part D surcharge applies if enrolled in a Medicare Part D drug plan.

10-Year Present Value

10-year cost · today's dollars
This tier (Standard)
$0
Next tier (Tier 1)
$10,090+$10,090

Part B + Part D · 3% discount · premiums held at current levels · crossing costs $10,090 more over 10 years

This Conversion · Today's Dollars

This conversion · today's dollars
Converting $0
Tax paid nowimmediate
$0
IRMAA consequence10-yr PV
$0 no tier crossed
Total today's-dollar cost
$0

3% real discount · 10-yr horizon · one rate, no account-type differential

Medicare Premium Lookback

Income year → Medicare premium year (2-year lag)

MAGI YearPremium YearTierMonthly
2024 MAGI
Not entered
LOCKED
2026
—
—
2025 MAGI
Not entered
LOCKED
2027
—
—
2026 MAGI
$0
THIS YEAR
next tier: $114,001 (est.)
2028
projected · CMS confirms Nov 2027low confidence
← you are here
Standard
est.
standard
no surcharge

Projected threshold increased vs. prior estimate. MAGI near the boundary may show a different tier here than in the 2027 row.

Why projected?

Projected estimate only. Tier boundaries are encoded at the 0% inflation (conservative) scenario floor. CMS confirms 2028 brackets in November 2027. Actual thresholds may be higher if inflation continues. Part B premium amounts for 2028 are estimated — set by CMS annual rulemaking, not derived from CPI. Projection source: The Finance Buff.

2027+
FUTURE
2029+
—

Based on your current MAGI, your 2029+ premiums will reflect your ongoing tier. CMS publishes confirmed 2028 brackets in November 2027.

2027 brackets: moderate confidence estimate. 2028 brackets: low confidence (projection on a projection). CMS publishes confirmed brackets in November. Threshold projections use the 0% CPI assumption (conservative). Part B premium amounts are set by CMS annual rulemaking and are not derived from CPI. Part D surcharge applies if enrolled in a Medicare Part D drug plan. The Finance Buff