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IRA Withdrawal Medicare Premium Calculator

Estimate whether an IRA withdrawal could increase your Medicare premium surcharge.

1Filing status
2MAGI estimate
3Income events
4Premium impact
  • Uses 2026 CMS Part B and Part D IRMAA surcharge amounts.
  • Shows monthly and annual surcharge estimates in plain English.
  • Built for planning conversations, not tax, legal, or Medicare enrollment advice.

Step-by-step estimate

Check your estimated IRMAA risk

Enter your expected Medicare MAGI and add any one-time income events.

MAGI is generally AGI plus tax-exempt interest for IRMAA.
Add income events

Your estimate

Estimated bracketStandard premium
Estimated MAGI$0
Monthly surcharge$0.00
Annual surcharge$0
Room before next bracket$0

This estimate is educational. Check final rules and your situation against official Medicare, SSA, and tax guidance.

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2026 IRMAA brackets at a glance

For 2026 Medicare premiums, IRMAA uses 2024 modified adjusted gross income. The first surcharge begins above $109,000 for single filers and above $218,000 for married couples filing jointly.

Filing statusFirst IRMAA thresholdFirst Part B surchargeFirst Part D surcharge
SingleOver $109,000$81.20/month$14.50/month
Married filing jointlyOver $218,000$81.20/month$14.50/month
Married filing separatelyOver $109,000$446.30/month$83.30/month
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Why IRA withdrawals can affect Medicare premiums

Traditional IRA withdrawals are usually taxable income. That can raise the Medicare MAGI used to determine whether IRMAA applies.

Use this page to estimate a planned withdrawal before it happens. 2026 IRMAA brackets, Medicare MAGI, and the main IRMAA calculator can help frame the estimate.

IRA withdrawal FAQ

Does this income count for IRMAA?
Taxable retirement income generally counts in MAGI for IRMAA purposes.
Should I enter the gross amount?
Enter the amount you expect to count in taxable income or Medicare MAGI, not an account balance.
Is this personal advice?
No. This page provides educational estimates and should be checked against official guidance.