IRMAA and Your Retirement
You're invited to join us for dinner and a discussion on IRMAA
Where:
The Common Desk
3400 N Central Expwy
Suite 110
Richardson, TX 75080
When:
Saturday July 12th at 9:30 AM
Thursday July 10th at 6:30 PM
This event is not your typical Retirement Seminar
We will have a honest conversation about your two greatest expenses in retirement and how to protect you from
Taxes
from Uncle Sam
&
Healthcare Expenses
from Aunt IRMAA
Register Today and receive:
FREE CUSTOMIZED IRMAA REPORT
A personalized report on your retirement Healthcare Costs
FREE E-BOOK
Safeguarding Your Social Security
A complete guide to understanding and mitigating the impacts of IRMAA.
And All Seminar Attendees will receive at no cost
a Retirement Portfolio Stress Test!
Has your retirement plan been Stress Tested for Taxes and Medical Expenses?
A: Probably NOT!
IRMAA Resources is the only company in the nation offering a complete Stress Test Cash Flow Analysis that includes all your Taxes, Medicare, and IRMAA Expenses!
Are you retiring in the next 15 years?
Are you Currently Retired?
Do you know how IRMAA can affect your Retirement?
Register and join us for dinner and conversation on two of the biggest threats to your retirement.
TAXES and MEDICARE w/ IRMAA
Who is this IRMAA Class for?
Individuals that are retired
People that will be retiring in the next 15 years
People with over $400,000 in IRA's and 401K's
People with a Pension
People that saved for retirement by deferring Taxes
People worried about increases in Taxes
People worried about increases in Inflation
People considering or saving in a ROTH IRA
People that want a complete retirement plan showing their Income, Taxes, and Expenses
People concerned about Social Security
People concerned about Medicare
People concerned about running out of money
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 Medicare includes a new Tax
How to protect yourself from IRMAA
How to plan for and prevent unnecssary taxes in retirement
How your retirement plan is infested with taxes that you are not even aware of
How you can avoid IRMAA
How to maximize your Social Security
How your 401k is designed to run out of money
How the government has changed the rules
How to find out what your costs in retirement will be
"The best investment you can make, is an investment in yourself... The more you learn, the more you'll earn"
~Warren Buffett
Event is Hosted by IRMAA Resources and Think 818
Keith Chapman
Investment Advisor Representative / President Think 818
In 2001 Keith opened Think818, LLC, a Texas State Registered Advisory Firm
(formerly Chapman Wealth Management). Keith just entered his 29th year in
financial services utilizing macro-economic truths to allow clients to discover
their full financial potential. Keith is an expert at utilizing a premier planning
tool of one of the nation’s most innovative financial systems. He has achieved
the level of Mastery, is a national trainer and an international speaker.
Keith is studying to achieve the Accredited Investment Fiduciary designation.
He attended Texas A&M University. He holds a B.S. in Construction Science
and a B.A. in Russian Studies with a minor in Finance. Keith served in the
United States Army and Army Reserves for 14 years as a Russian Linguist
and Tactical Intelligence Officer.
Keith and his wife Farrel, an attorney and Judge in Dallas County, live in
Dallas, Texas. They have a son, Kyle, and a daughter, Carson. Keith is active
in his Church and the Dallas Emmaus Community. Keith enjoys golf and
mountain biking in his free time.
Dan McGrath
Co Founder at IRMAA Resources
Dan is the nations foremost authority on the subject of IRMAA. He was one of the first in the financial industry to sound the alarms on just how destructive IRMAA can be. He and his partners developed the IRMAA Certified Planner Certification. Dan currently travels all over the country speaking at events and educating the financial industry on IRMAA, and the threat that it poses to retirements, and retirement plans that have not properly planned for this expense in retirement. Dan is the Co-Author of the book What You Don’t Know About Retirement Will Hurt You!
IRMAA Resources instructors are licensed and trained financial professionals.
Investment Advisory services offered through Think818, llc a Texas
Registered Investment Advisor
IRMAA Resources does not promote or endorse any specific product or company, and no selling is allowed.
IRMAA Resources is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.
Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.