IRMAA the hidden Tax in Retirement
"Learn how to protect your Social Security benefit and your savings from this hidden tax in retirement"
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INCOME RELATED MONTHLY ADJUSTMENT AMOUNT (IRMAA)
What to Expect
Craig Cheney has been in the financial services business since 1978 beginning as a financial advisor and transitioning into senior sales management at several national mutual fund and insurance companies.
In 2015, while attending a symposium on retirement planning Craig attended a lecture on IRMAA, a virtually unknown tax on client’s retirement assets. Craig then realizing the danger IRMAA poses to retirees he, along with business partner, Terri Hembree, joined forces with Dan McGrath, the nationally reknowned expert on IRMAA, and formed IRMAA Solutions, a company whose goal is to create awareness of this critical retirement issue in the United States.
In addition, IRMAA Solutions has developed software that shows retirees and pre-retirees, alike, their actual healthcare and IRMAA costs in retirement and can offer solutions to mitigate the consequences of IRMAA.