Continuing Education For CPAs​

Wow! This is a fun program!

For years CPA’s and other tax pros have universally adopted the “take the reduction now” approach to traditional 401k and IRA options.

In this program you will be sharing with them how Medicare means testing (IRMAA) makes the traditional IRA/401k approach a very poor choice in many cases. Indeed, a traditional 401k will create three different sets of taxation in retirement possibly leading to the destruction of one’s Social Security check. Given as a 1 hour C.E. credit this course will stimulate discussion and pushback (count on it) but our Advisors using the Medicare IRMAA Calculator™ software are winning many new friends and clients in the CPA space!