Are your clients prepared for the impact of IRMAA in retirement? Learn what IRMAA is, how it can impact your client’s retirement income, and how you can help your clients avoid paying more IRMAA than necessary. This session dives into the legislative risks behind IRMAA, how it’s triggered, and how to frame the conversation to drive action and planning.
IRMAA: The Missing Link in Income Planning
In this course, you’ll learn:
- Why IRMAA may be the biggest retirement risk your clients have never addressed
- Which legislative changes could be instore for IRMAA
- How to incorporate IRMAA into the Roth Conversion discussion
- Why IRMAA rates are likely to rise in the years to come (according to the government itself)
- How to reduce the amount of IRMAA your clients could pay in retirement