What You Don't Know About Retirement Healthcare Could Cost You $172,500
You just saw the numbers. Now discover the specific strategies to protect your retirement from IRMAA penalties, Medicare surcharges, and tax traps — all explained in plain English over a complimentary dinner.
The Hidden Costs Most People Discover Too Late
You've worked hard to build your retirement savings. But there are traps that can silently erode everything you've built — unless you know how to avoid them.
Healthcare in Retirement
The average 65-year-old couple will spend over $172,500 on healthcare costs in retirement — and that number is rising every year.
Monthly IRMAA Penalties
If your income exceeds $103,000, you could be hit with IRMAA surcharges that add $200–400 or more to your monthly Medicare premiums.
Social Security Taxed
Up to 85% of your Social Security benefits can be taxed — and your Medicare premiums get deducted before you even see a check.
One Wrong Decision
A single mistimed withdrawal or overlooked Medicare decision can cost you six figures over the course of your retirement.
That's exactly why we created "The Great American Retirement Myth" seminar. To give you the clarity and strategies you need to protect your retirement — before it's too late.
What You'll Discover at This Seminar
In just one evening, you'll gain actionable strategies — explained in plain English — that could save you thousands in unnecessary costs.
Why 76% of Pre-Retirees Underestimate Healthcare Costs
Understand the true cost of healthcare in retirement and how to plan for expenses most people never see coming.
The IRMAA Penalty Trap — And How to Avoid It
Learn how one wrong withdrawal can trigger years of higher Medicare premiums, and the timing strategies to stay below the threshold.
Tax-Efficient Withdrawal Strategies
Discover how to sequence your withdrawals across different account types to minimize your lifetime tax burden.
The Roth Conversion Window of Opportunity
Why the years between retirement and age 72 may be your best (and last) chance to shield income from future taxes.
Strategic Social Security Timing
When to claim, how to coordinate with your spouse, and the income thresholds that trigger higher taxes on your benefits.
You're Invited
"The Great American Retirement Myth" Dinner Seminar
Is This Seminar Right for You?
This educational dinner event is designed for a specific group of people. You'll get the most value if you can relate to one or more of these statements:
- You're within 10 years of retirement (or recently retired) and want to make sure you haven't overlooked critical planning steps.
- You've saved diligently but worry that taxes, healthcare costs, and market volatility could erode your nest egg faster than planned.
- You've heard terms like "IRMAA," "Roth conversion," and "Medicare surcharges" but want a clear, plain-English explanation of what they mean for your situation.
- You want to enjoy retirement without constantly worrying whether your money will last — or whether you're making expensive mistakes.
This is an educational seminar, not a sales presentation. Come with questions. Leave with clarity.
Seats Are Limited — Reserve Yours Today
Join us for an evening of valuable insights, great food, and the strategies you need to protect your retirement from hidden costs.
Space is limited to ensure an intimate setting. No financial products will be sold at this event.
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