Navigating IRMAA & Medicare

Navigating IRMAA & Medicare

Learn How to Avoid Medicare Surcharges & Keep More of Your Money

By Retire SMART LLC

Date and time

Wednesday, June 11 · 6:30 - 7:30pm CDT

Location

13815 FNB Pkwy suite 400

13815 FNB Parkway #suite 400 Omaha, NE 68154

About this event

  • Event lasts 1 hour
  • Free venue parking

Are you prepared for the hidden costs of Medicare? Many retirees are shocked to learn that their income can trigger higher Medicare premiums—known as IRMAA (Income-Related Monthly Adjustment Amounts)—costing them thousands of dollars in unexpected fees.

Join IRMAA Certified Planners Jacob Orand and Alex Murray for an eye-opening workshop where we’ll break down:

  • What IRMAA is and how it affects your Medicare Part B & D premiums
  • How your income determines your IRMAA bracket—and strategies to reduce your exposure
  • Tax-smart withdrawal strategies to help you stay under key thresholds
  • How life events (like selling a home or starting Social Security) impact your IRMAA calculations
  • Proactive planning techniques to keep more of your retirement savings in your pocket

This workshop is designed for retirees, pre-retirees, and anyone looking to make informed financial decisions about Medicare and their long-term wealth. Don’t let IRMAA take you by surprise—learn how to take control of your Medicare costs!

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Retire SMART LLC

At Retire SMART, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family, and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.

FreeJun 11 · 6:30 PM CDT