Advising Clients on IRMAA: Planning Essentials
Overview
IRMAA surcharges impact millions of seniors every year and the number of affected households will continue to grow. Helping clients navigate around this surcharge requires an understanding of the rules and complexities of IRMAA, as well as Medicare and Social Security. This two-hour CPE webinar will provide you with the tools you need to provide effective counsel to your clientele.
- Rules of Retirement
- What is IRMAA
- Who is Impacted by IRMAA
- Defining IRMAA Income
- IRMAA Thresholds
- Notifications and appeals to/from Social Security
- Impact of IRMAA upon Medicare and Social Security
What is IRMAA:
IRMAA stands for the Income Related Monthly Adjustment Amount. IRMAA is a surcharge that is added to your monthly Medicare costs based on the amount of income you are receiving in retirement from various sources such as: pension, Social Security, W2 wages, investments or a combination of these different types.
Notice
All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website.
Leader(s):
Leader Bios
Todd Valles, IRMAA Certified Planner LLC
Todd has been involved with presenting the topic of Medicare IRMAA for the majority of the past decade and is now one of the few licensed and nationally recognized IRMAA Instructors.
Todd has 40 years of financial services experience specializing in insurance and investment products as well as retirement plan solutions. He is focused on educating diverse groups of advisors, wholesalers, tax planners and sales teams on topics within practice management, capital markets, and financial planning.
Todd has been the Keynote Speaker/Presenter at hundreds of conferences, events and meetings as well has host of numerous IRMAA webinars.
He is Series 7 and 63 registered representative as well as holding a B.S. in Finance and Economics and a Juris Doctor concentrating in Tax and ERISA. Todd is an active member of the Pennsylvania Bar Association.
Non-Member Price $149.00
Member Price $99.00