How IRMAA affects your retirement

When it comes to planning for your retirement as a CPA or helping clients stay in a lower tax bracket, Medicare premiums are an essential factor to consider. The amount you pay in Medicare premiums directly correlates to your income in the form of Income-Related Monthly Adjusted Amount (not so lovingly known as IRMAA). So […]
5 Risks in Retirement to Consider

As a CPA, understanding the critical risks associated with retirement planning is essential for better serving your clients and ensuring their financial future – along with your own. In this article, we will explore five critical risks retirees need to consider and discuss strategies to help manage them. 1. Longevity Risk Longevity risk is the […]