WILL YOUR RETIREMENT INCOME TRIGGER HIGHER MEDICARE PREMIUMS?

FIND OUT BEFORE IT COSTS YOU THOUSANDS

IN THIS CLASS YOU'LL LEARN:

IRMAA is an extra medicare premium many retirees pay when their income exceeds certain limits.

What IRMAA is and why it increases Medicare premiums

How to find out if you're on track to trigger IRMAA

How to pay up to $0 taxes on $100,000 of retirement income

When Roth conversions help and when they don't

How Distribution Income Planning helps you keep more of your retirement income

Attend and Receive

Your Personalized IRMAA Flowchart!

RECEIVE YOUR PERSONALIZED IRMAA FLOWCHART

We'll map your projected retirement income against our IRMAA Flowchart

to show whether you may trigger higher Medicare premiums and discuss strategies that may help reduce or avoid them.
NOTE: You will receive your Personalized IRMAA Flowchart when you attend.

PRESENTED BY

Angelica Roxas, CTA

Certified Tax Advisor

FOCUS

IRMAA, Medicare costs, Roth conversion timing

Distribution income planning,

not generic retirement advice

Most advisors focus on building assets. Angelica focuses on what happens when you start taking income and how those decisions affect taxes and Medicare.

Why this matters

Your income strategy in retirement decides what you keep, what you lose to taxes, and what you pay for Medicare.

Testimonials

John Doe

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Jane Doe