The IRMAA Tax Trap: The Biggest Retirement Expense You Didn't Expect, 29 April | Event in Arlington | AllEvents

The IRMAA Tax Trap: The Biggest Retirement Expense You Didn't Expect

F3 Wealth Management

Highlights

Tue, 29 Apr, 2025 at 06:00 pm

Arlington Public Library - George W. Hawkes Downtown Library - Room {re}Brary A

Free Tickets Available

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Date & Location

Tue, 29 Apr, 2025 at 06:00 pm - Wed, 30 Apr, 2025 at 02:00 pm (GMT-05:00)

Arlington Public Library - George W. Hawkes Downtown Library - Room {re}brary A

100 South Center Street, Arlington, United States

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About the event

The IRMAA Tax Trap: The Biggest Retirement Expense You Didn't Expect
IRMAA is a success tax that can cost $300k to $1.5MM over your retirement! IRMAA is hidden, nasty and retroactive. Learn how to avoid it!

About this Event

Are you over 48 and planning on using your Social Security Income (SSA)? What would happen if you lost 100% of your SSA to a tax you didn’t even know existed? Join us at our next workshop and learn how to navigate the complexities of IRMAA.

Your ,retirement savings are being used against you to increase your Medicare costs, raise your taxes and lower your Social Security benefit.

The IRMAA tax first started in 2003. Since then, I have yet to meet with a single CPA that is helping clients avoid this tax. To make matters worse, between now and 2031, $355 billion will be collected through IRMAA taxes.

With our expert guidance, you'll learn strategies to reduce or eliminate IRMAA taxes and keep more money in your pocket.

Take control of your retirement today!

This workshop will be conducted by Colby S. Van Sickler, Founder and CEO of F3 Wealth Management, an Arlington, Texas firm committed to showing people how to create efficiency and control over their money today while maximizing their future wealth potential.

Colby has contributed articles to Money, CBS News, MSN Money, US News & World Reports, Kiplinger’s, Fox Business, GoBankingRates.com, Yahoo! Finance and AOL.com, to name a few, offering expert insights and practical advice on topics ranging from retirement income strategies to minimizing or eliminating retirement taxation.




SEMINAR TAKEAWAY BUNDLE
  • Receive a free IRMAA Stress Test - You can determine if and when you will reach an IRMAA Bracket and how much it will cost.
  • Receive a copy of SMART Retirmement - Strategic Movement Around Retirement Taxation
  • Receive a white paper - "The Impact of IRMAA on Retirees: Understanding the Rising Costs of Medicare".
  • Receive comfort in knowing what to expect!



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Free Parking is across the street here - https://arlingtonlibrary.org/ld.php?content_id=78856753

George W. Hawkes Library is (#3) and the free parking is in the parking structure (#2 / Yellow).



Agenda

What is IRMAA?
Who Does IRMAA Impact?
How Much Will IRMAA Cost Me?
What is the Future of IRMAA?
How Will IRMAA Affect My Social Security?
Strategies to Avoid IRMAA and Keep More of Your Retirement Income


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Ticket Info

Tickets for The IRMAA Tax Trap: The Biggest Retirement Expense You Didn't Expect can be booked here.

Ticket type Ticket price
General Admission Free
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Nearby Hotels

Arlington Public Library - George W. Hawkes Downtown Library - Room {re}Brary A, 100 South Center Street, Arlington, United States

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change.We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

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Host Details

F3 Wealth Management

F3 Wealth Management

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The IRMAA Tax Trap: The Biggest Retirement Expense You Didn't Expect, 29 April | Event in Arlington | AllEvents
The IRMAA Tax Trap: The Biggest Retirement Expense You Didn't Expect
Tue, 29 Apr, 2025 at 06:00 pm
Free