Personal Investments • Managing IRMAA with lots of interest and dividend income

This year I have the same problem- will be close to the first IRMAA limit. I'm experimenting with using BOXX for my fixed income (to reduce interest) and AAUS for party of my equity position (to eliminate dividends and receive capital gains instead when I decide to sell some).
We'll see how we'll that works...

Statistics: Posted by Tracker968 — Fri Sep 05, 2025 10:51 am — Replies 100 — Views 15852

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