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IRMAA Impact Report — $149

Discover Exactly How Much Medicare Will Take — Before It Happens

IRMAA fees can quietly drain thousands from your retirement income.
Our IRMAA Impact Report shows your projected surcharges, risk points, and simple ways to reduce or avoid costly mistakes.

WHY IRMAA MATTERS

Stop IRMAA From Draining Your Retirement Income

Most retirees are blindsided by IRMAA.
Your Medicare premiums can double or triple — with no warning — and once triggered, the penalties can’t be reversed.

This report puts real numbers on the table so you can plan with confidence.

WHAT’S INCLUDED

What’s Inside Your IRMAA Impact Report

  • Your projected Medicare surcharges (year-by-year)

  • How your current income will impact future IRMAA brackets

  • Strategies to reduce or eliminate unnecessary penalties

  • Red-flag financial moves to avoid

  • Your personalized “IRMAA Safe Zone” income threshold

  • Side-by-side comparisons of income paths

 

This is the only report we charge for — because it requires advanced modeling and can identify thousands of dollars in potential savings.

BONUS INCLUDED REPORTS

Included With Your IRMAA Report — No Additional Cost

Social Security Maximization Report

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Your best claiming strategy — coordinated with IRMAA thresholds.

Portfolio Income Stress Test

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Can your current investments support your income goals?

Roth Conversion Snapshot

 

What to convert, when, and how much without triggering penalties.

Faith-Based Alignment Review (Optional)

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Ensure your finances reflect your stewardship values.

Total Value: $649

Your Cost Today: $149

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HOW THE PROCESS WORKS

  • Click “Order My IRMAA Report”

  • Schedule a no-pressure Zoom call

  • We complete a brief, secure intake form with you

  • We run your personalized analysis

  • We review your report with you

WHO THIS IS FOR

  • Those considering Roth conversions

  • Expecting large lump sums of money (inheritance, sale, real estate, etc.)

  • Planning Social Security

  • Anyone managing IRA withdrawals or RMDs

  • Clients wanting faith-aligned financial planning

NO PRESSURE COMMITMENT

A No-Obligation, No-Pressure Experience

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There’s no sales pitch.
No commitment.
Just clear, personalized IRMAA insights to help you make smarter decisions.

Ready to Protect Your Retirement Income?

FAQ

Why is only this report charged? It requires detailed tax and Medicare modeling — and directly identifies real dollars saved.

 

How long does the report take? Typically 2–3 business days once your information is received.

 

Can I review it without a meeting? Not initially,  we schedule a walkthrough then send you the final report for your individual use.

 

What if I have multiple income sources? We model pensions, rentals, self-employment, RMDs, and other income types.

 

Is there any obligation after I get the report? None. The report stands on its own.

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