Webinar Registration

IRMAA:
What Financial Advisors Should Know About Medicare Surcharge Premiums

Boost Your Client's Medicare, Financial Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, August, 11

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA, AEP

Tax Planning Educator

Presenter Bio

What You'll Learn

More and more clients are enrolling in Medicare—and more and more are being blindsided by significantly higher Medicare premiums. In reality, the culprit is often IRMAA (Income-Related Monthly Adjustment Amount)—a little-understood Medicare surcharge that can dramatically increase Part B and…

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What You'll Learn

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Webinar Description

Join nationally recognized CPA and tax expert Larry Pon as he helps financial planners understand one of the most overlooked retirement planning challenges. Larry will explain how IRMAA is calculated, the income events that can trigger premium increases, and the planning opportunities advisors can use to help clients avoid costly surprises.

You’ll also learn when an IRMAA determination can be challenged, how to properly complete Form SSA-44, and which life-changing events may qualify clients for a reduction in their Medicare premiums.

During this webinar, you’ll learn:

What IRMAA is and how Medicare premium surcharges are calculated
Which income sources and planning decisions can unexpectedly trigger IRMAA
How Roth conversions, capital gains, retirement account distributions, business sales, and other transactions affect Medicare premiums
How Medicare uses a two-year lookback period and why clients are often surprised by premium increases
When and how to use Form SSA-44 to appeal an IRMAA determination
Which life-changing events may qualify for an IRMAA adjustment
Strategies to help clients manage IRMAA exposure and minimize future premium shocks

*CE/CPE Eligible:1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.