Webinar: RMD Planning and IRMAA with Diversified’s Clark Schweitzer
- 1:00PM
- Zoom
Webinar: Planning for RMDs & Avoiding IRMAA in Retirement
Presented by Clark T. Schweitzer, CFP® – Senior Wealth Advisor
- Date: March 19, 2025
⏰ Time: 1pm Eastern - Location: Live Online Webinar
Are you prepared for Required Minimum Distributions (RMDs) and their impact on your retirement taxes? Do you know how to manage your income to avoid unexpected Medicare premium surcharges (IRMAA)?
Join Clark T. Schweitzer, CFP®, Senior Wealth Advisor, for an insightful webinar designed to help retirees and pre-retirees navigate the complexities of RMDs and IRMAA. Learn strategic ways to minimize taxes, optimize withdrawals, and protect your retirement income from unnecessary expenses.
What You’ll Learn:
✅ How RMDs work and their tax implications
✅ What IRMAA is and how it affects Medicare premiums
✅ Proven strategies to reduce RMD tax burdens
✅ Smart income planning to avoid IRMAA surcharges
✅ Real-life case studies and actionable financial tips
Don’t let poor planning cost you in retirement! Secure your financial future by learning how to manage RMDs strategically and keep your Medicare premiums in check.
Have questions? Stick around for a live Q&A session with Clark T. Schweitzer, CFP®.
Reserve Your Spot Today!
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