IRMAA AND YOUR RETIREMENT
You're invited to join us for a discussion on IRMAA
Where: Callaway Vineyard & Winery
32720 Rancho California Road, Temecula, CA 92591
10/17/2023 at 6:00 PM
IRMAA AND YOUR
RETIREMENT
You're invited to join us for a
discussion on IRMAA
Where: Callaway Vineyard & Winery
32720 Rancho California Road
Temecula, CA 92591
10/17/2023 at 6:00 PM
AS SEEN ON
AS SEEN ON
THIS EVENT IS NOT YOUR TYPICAL RETIREMENT SEMINAR!
We will have a honest conversation about your two greatest expenses in
retirement and how to protect you from
TAXES FROM
UNCLE SAM
&
HEALTHCARE EXPENSES
FROM AUNT IRMAA
REGISTER TODAY AND RECEIVE:
FREE CUSTOMIZED IRMAA REPORT
A personalized report on your retirement Healthcare Costs
FREE E-BOOK
Safeguarding Your Social Security
A complete guide to understanding and mitigating the impacts of IRMAA.
And All Seminar Attendees will receive at no cost a Retirement Portfolio Stress Test!
THIS EVENT IS NOT YOUR TYPICAL RETIREMENT SEMINAR!
We will have a honest conversation about your two greatest expenses in
retirement and how to protect you from
TAXES FROM
UNCLE SAM
&
HEALTHCARE EXPENSES FROM AUNT IRMAA
REGISTER TODAY AND RECEIVE:
FREE CUSTOMIZED IRMAA REPORT
A personalized report on your retirement Healthcare Costs
FREE E-BOOK
Safeguarding Your Social Security
A complete guide to understanding and mitigating the impacts of IRMAA.
And All Seminar Attendees will receive at no cost
a Retirement Portfolio Stress Test!
HAS YOUR RETIREMENT PLAN BEEN STRESS TESTED FOR TAXES AND MEDICAL EXPENSES?
A: Probably NOT!
IRMAA Resources is the only company in the nation offering a complete Stress Test Cash Flow Analysis that includes all your Taxes, Medicare, and IRMAA Expenses
Are you retiring in the next 15 years?
Are you Currently Retired?
Do you know how IRMAA can affect your Retirement?
Register and join us for dinner and conversation on two of the biggest threats to your retirement. TAXES and MEDICARE w/ IRMAA
HAS YOUR RETIREMENT PLAN BEEN STRESS TESTED FOR TAXES AND MEDICAL EXPENSES?
A: Probably NOT!
IRMAA Resources is the only company in the nation offering a complete Stress Test Cash Flow Analysis that includes all your Taxes, Medicare, and IRMAA Expenses
Are you retiring in the next 15 years?
Are you Currently Retired?
Do you know how IRMAA can affect your Retirement?
Register and join us for dinner and conversation on two of the biggest threats to your retirement.
TAXES and MEDICARE w/ IRMAA
WHO IS THIS IRMAA
CLASS FOR?
Individuals that are retired
People that will be retiring in the next 15 years
People with over $400,000 in IRA's and 401K's
People with a Pension
People that saved for retirement by deferring Taxes
People worried about increases in Taxes
People worried about increases in Inflation
People considering or saving in a ROTH IRA
People that want a complete retirement plan showing their Income, Taxes, and Expenses
People concerned about Social Security
People concerned about Medicare
People concerned about running out of money
WHO IS THIS IRMAA CLASS FOR?
Individuals that are retired
People that will be retiring in the next 15 years
People with over $400,000 in IRA's and 401K's
People with a Pension
People that saved for retirement by deferring Taxes
People worried about increases in Taxes
People worried about increases in Inflation
People considering or saving in a ROTH IRA
People that want a complete retirement plan showing their Income, Taxes, and Expenses
People concerned about Social Security
People concerned about Medicare
People concerned about running out of money
WHAT WILL BE DISCUSSED?
What is IRMAA
Who is impacted by IRMAA
How you can lose all your Social Security Income in Retirement
How to properly take your Social Security
How your retirement is taxed
How your Social Security is Taxed
How Medicare includes a new Tax
How to protect yourself from IRMAA
How to plan for and prevent unnecssary taxes in retirement
How your retirement plan is infested with taxes that you are not even aware of
How you can avoid IRMAA
How to maximize your Social Security
How your 401k is designed to run out of money
How the government has changed the rules
How to find out what your costs in retirement will be
WHAT WILL BE DISCUSSED?
What is IRMAA
Who is impacted by IRMAA
How you can lose all your Social Security Income in Retirement
How to properly take your Social Security
How your retirement is taxed
How your Social Security is Taxed
How Medicare includes a new Tax
How to protect yourself from IRMAA
How to plan for and prevent unnecssary taxes in retirement
How your retirement plan is infested with taxes that you are not even aware of
How you can avoid IRMAA
How to maximize your Social Security
How your 401k is designed to run out of money
How the government has changed the rules
How to find out what your costs in retirement will be
"The best investment you can make, is an investment in yourself ... The more you learn , the more you'll earn "
"The best investment you can make, is an investment in yourself ... The more you learn , the more you'll earn "
EVENT IS HOSTED BY IRMAA RESOURCES AND ARNION
FINANCIAL
George E. Washington, Jr. has been in finance and public service his entire career. He has an extensive background in many aspects of Finance. He owns his Tax company and serves as a Management Consultant for a Software company in San Diego. Mr. Washington has a Bachelor of Arts degree in Business/Managerial Economics and a Bachelor of Science in Financial Planning from California State University, San Bernardino and brings an extensive experience in Finance. George is a retired member of the U.S Army National Guard and currently serves at his Church as a sound engineer. His Servant Leadership and dedication to his community speaks for itself. After leaving his Private Client Advisor role with a major bank, he decided to change how he serves his clients by working independently to be of greater service. George has been helping families, business owners, and the affluent with financial planning for over 10 years. His passion to serve entrepreneurs and all clients has been at the highest level of excellence.
EVENT IS HOSTED BY IRMAA RETIREMENT EDUCATION AND ARNION FINANCIAL
George E. Washington, Jr. has been in finance and public service his entire career. He has an extensive background in many aspects of Finance. He owns his Tax company and serves as a Management Consultant for a Software company in San Diego. Mr. Washington has a Bachelor of Arts degree in Business/Managerial Economics and a Bachelor of Science in Financial Planning from California State University, San Bernardino and brings an extensive experience in Finance. George is a retired member of the U.S Army National Guard and currently serves at his Church as a sound engineer. His Servant Leadership and dedication to his community speaks for itself. After leaving his Private Client Advisor role with a major bank, he decided to change how he serves his clients by working independently to be of greater service. George has been helping families, business owners, and the affluent with financial planning for over 10 years. His passion to serve entrepreneurs and all clients has been at the highest level of excellence.