Social Security, Medicare/IRMAA and taxes, modeled together, on a real client of yours, free for 7 days.
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What happens in your 7 days
Your name, your firm, and a card. Choose the monthly plan for the free trial. You are not charged today.
Income, accounts and Social Security. RetirementAdvisorPro projects the whole plan, year by year.
Social Security net of Medicare and IRMAA, the years that cross a threshold, and what a Roth conversion changes.
Download a client-ready Blueprint with your logo on the cover, or present it on screen.
Keep going at $139/month. Or cancel any time before then in Billing, and you are not charged.
Most clients have no idea how their income affects both their Social Security and their Medicare costs.
Nobody has ever shown them. Not the statement in the mail. Not their CPA. Not their last advisor.
Be the one who does, and you stop pitching. They start asking.
Real RetirementAdvisorPro screens · demo client
Official software of the IRMAA Certified Planner and NSSA
“[Retirement Advisor Pro] uncovers important Social Security, tax, Medicare/IRMAA, income, and survivor-planning considerations that traditional software often overlooks, and it transforms those findings into clear, productive client conversations. The platform has helped me earn new client relationships, deliver greater value to existing clients, and solidify my position as a Retirement Decision Specialist.”
Certified Financial Fiduciary®, NSSA Certified Advisor · Wisdom to Wealth, St. Louis, Missouri
Advisor experiences are the advisor's own words, given voluntarily and shared with permission. Individual results vary and are not a guarantee of future outcomes.
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Mark is the founder of RetirementAdvisorPro and a co-founder of the IRMAA Certified Planner designation, through which he has certified hundreds of advisors. He has presented on Medicare's income-related surcharges for T. Rowe Price, Aegis, and the NSSA.
On the monthly plan, at the end of your 7-day trial: $139/month from then on. A card is required to start the trial.
In the app, under Billing → Cancel Subscription. Cancel before your 7 days are up and you are not charged.
$1,200 a year, which saves $468. The annual plan is charged at signup and does not include the free trial.
Advisors, insurance professionals and tax professionals with clients at or near retirement. It is not consumer software.
Book a 30-minute demo and see it with your own client: calendly.com/retirementadvisorpro/30min
For financial professional use only. RetirementAdvisorPro is software for financial professionals. It models clients' numbers on stated assumptions; it does not give tax, legal or investment advice or recommend products.
RetirementAdvisorPro is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any government agency.