Medicare Stress Testing Retirement Plans
Learn how to Stress test your clients retirement plan and Social Security for Medicare’s IRMAA
Choose from the available webinar dates below: If you are unable to attended, you can register and you will have access to the post meeting recording.
Who is this IRMAA Class for?
Financial Professionals wanting to grow their practice that:
-
Want industry leading tools to grow their practice
-
Have clients that will be retiring in the next 15 years or less
-
Have clients that receive or will be receiving Social Security Benefits
-
Have clients with over $400,000 in IRA’s and 401K’s
-
Want to understand what Medicare IRMAA is
-
Want to learn how to discuss IRMAA with their clients
-
Want to learn to mitigate Medicares IRMAA
-
Want to become thought leaders to maximize value
What will be discussed?
-
What is IRMAA
-
Who is impacted by IRMAA
-
How you can lose all your Social Security Income in Retirement
-
How to properly take your Social Security
-
How your retirement is taxed
-
How your Social Security is Taxed
-
How to protect your clients from IRMAA
-
How to maximize your clients Social Security
-
How the 401k is designed to run out of money
-
How to find out what your costs in retirement will be
-
How to run a Social Security and Medicare Stress test