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What is IRMAA? The Tax on Retirement that NO ONE is Mentioning!
Join us at the Stone Harbor Library on Tuesday, July 16th, from 1 pm to 2:30 pm for an enlightening session on IRMAA, or the Income-Related Monthly Adjustment Amount. This event, hosted by Peter Seelaus CLU, ChFC, and Charles Melita, New Jersey Financial Services Professional and IRMAA Certified Planner, will delve into this often overlooked yet impactful tax on income. This session is especially beneficial for individuals aged 55 and over who meet a high-income threshold and wish to have a thorough understanding of IRMAA's potential impact on their retirement. Secure your free ticket and receive a complimentary custom IRMAA report. Don't miss this opportunity to gain invaluable insight into your future financial planning!
Peter J. Seelaus, CLU, ChFC
Investment Advisor Representative
(484) 886-6400
[email protected]
Pete specializes in financial planning for business owners and individuals in and nearing retirement and has done so for more than 20 years. His experience encompasses all aspects of financial planning including investment planning, retirement income strategies, risk management, long term care, as well as estate and legacy planning. He has an extensive background in the complicated world of corporate retirement plans and has developed a particular expertise in IRA and Qualified Retirement Plan distribution strategies. He has a Finance degree from Temple University and has earned the Chartered Life Underwriter (CLU) , the Chartered Financial Consultant (ChFC) and is an Accredited Investment Fiduciary (AIF).
Event Links
Tickets: https://go.evvnt.com/2484225-0
Website: https://go.evvnt.com/2484225-2
