IRMAA Quiz – Secured Retirement LLC

Curious if you may or may not hit IRMAA?

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IRMAA Quiz

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What will your tax status be in retirement?

Single

Married

What is your estimated income in retirement?

Will you or are you receiving a Social Security Benefit?

Yes

Are you currently retired?

Yes

When you retire, will you have a 401(k) or IRA that is worth more than $500,000 at retirement?

Yes

Do you own or rent your primary residence?

Own

Rent

Do you own any rental property?

Yes

Do you own a small business you will be selling near or in retirement?

Yes

Do you own any other assets that you will most likely be liquidating during retirement?

Yes

Name

First

Last

If you are human, leave this field blank.

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Disclaimer

This analysis is designed to provide general information only and is not intended to provide individual tax or legal advice. Be sure to speak with a qualified professional in these areas before many any decisions about your personal situation. This analysis is for illustrative purposes only.

Advisory services offered through Secured Retirement Advisors, LLC, registered as an investment advisor with the SEC and only transacts business in states where it is properly notice filed or is excluded or exempted from registration and/or notice filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Insurance services offered separately through Secured Retirement Associates, LLC, an affiliated insurance agency.

Curious if you may or may not hit IRMAA?

Try our quick quiz to get a better idea.

About the Company

Joe Lucey

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