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.
09.21.2022 - IRMAA
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by Griffin Kale, Holistiplan