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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

Demonstrate Value & Get New Clients.

 Join Us!

Learn how to Stress test your clients retirement plan and Social Security for  Medicares IRMAA

Who is Healthcare Retirement Planner

At Healthcare Retirement Planner we have spent the last 15 years researching the impact of IRMAA on Medicare and individual retirement plans. Taking the knowledge and applying it to helping financial professionals service their clients better.
Healthcare Retirement Planner has also partnered with IRMAA Certified Planner to help educate and certify financial professionals. Through this designation, financial Professionals will be able illustrate and navigate structuring retirement plans to mitigate issues arising from IRMAA.