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09.21.2022 - IRMAA

Attendees Rating:

Excellent (83%)
Average (15%)
Below Average (2%)

Comments
A few comments from listeners:

Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.

Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by Griffin Kale, Holistiplan
Griffin Kale

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.

Attendees Comments:

A few comments from listeners:

Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.

Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.