Complimentary In-Person Workshop
Medicare IRMAA: What Every Retiree Needs to Know
Join Us On Thursday, Sept. 24 or Tuesday, Sept. 29, 2026
6:00pm | Oakton College| Des Plaines, IL
Learn how to lower your retirement taxes, avoid costly Medicare IRMAA surcharges, and protect more of your Social Security and retirement income.
Join us on September 24 or September 29 at 6:00pm for this informative workshop.
You'll discover:
• How to potentially save thousands on Medicare premiums by understanding IRMAA before it affects you
• Strategies to create more tax-free retirement income
• How Roth conversions can reduce taxes for years to come
• Ways to help protect more of your Social Security benefits from taxes
• How to better manage your retirement tax bracket and keep more of what you've earned
Bring your questions! Every attendee will also receive:
• A complimentary Tax & IRMAA Stress Test
• Our Guide to IRMAA (including how to appeal an IRMAA determination)
• Additional tax-smart retirement resources.
Here’s to keeping more of your hard earned money.
Register Now 👇
(Note: Seats are limited)
Text Reminders
“WOW! I haven’t seen any educational workshops about tax planning that includes IRMAA & Social Security. Very thorough and I signed up for the complimentary Tax/IRMAA Stress Test too. Thanks so much.”
Do you want to be one of the
9 million+ people who will receive an IRMAA letter in 2026? Yeah, we didn't think so.
What Makes Tax Smart Retiree Workshops Unique?
1
Smart Research-Backed Insight
(vs. a sales pitch)
We strive to dispel retirement and tax myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.
2
Balanced Guidance from Smart Professionals
Our instructors are not only retirement subject matter experts (who have been teaching people like you all about retirement for many years), but also “hybrid” retirement advisors. This means they have a mix of retirement planning experience that may incorporates investments, insurance, taxes, Social Security, Medicare & more. Retirement guidance should strike a balance between the extreme worlds of investments, insurance and taxes.
3
Complimentary Workshop
Resources
All attendees will receive a packet of resources that complement the workshop. You'll find a valuable guides, case studies, sample IRMAA stress test report and more.
*Exact resources offered vary by workshop location.
4
Complimentary Tax/IRMAA
Stress Test
Take advantage of a complimentary and actionable Tax/IRMAA Stress Test. Uncover opportunities to improve your retirement outcome as much possible and avoid paying a Medicare surcharge. The assessment is free and comes with no strings attached.
"74% of people voluntarily give up many retirement income benefits because they don't know all the facts."
(Source: SSA, 2019)
Directions to the Workshop
Location: Oakton College, 1600 E. Golf Rd, Des Plaines, IL 60016
Parking Lot C, Entrance 37, Room 1625 (first floor)
Questions?
Call us at 978.245.6049 or email us at [email protected]
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Not affiliated with the Social Security Administration, IRS or any other governmental agency.
Tax Smart Retiree provides marketing services only and does not offer Financial, Legal or Tax Advice. Retirement You Workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation. There is no cost or obligation required to attend the workshop. All offers and invitations are subject to specific terms and availability. Contact the workshop host for additional details.
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