Webinar Registration

Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges

Date: Wednesday, September 21, 2022 at 1:00 PM ET

Duration: 60 minutes

Griffin Kale

Senior OPS Manager Holistiplan

Griffin Kale, Holistiplan is an Experienced Presenter with deep knowledge in Tax Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

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Join Griffin Kale from Holistiplan as he shares ways you can use a client's tax returns to model strategies that can help them lessen the impact of IRMAA charges and taxes that may result from the Social Security "tax torpedo." Holistiplan's program appears to have progressed nicely so that you can take client data and provide actionable advice. This session is a must for any advisor who advises clients 60 or older on tax bracket management.