Free sample report for financial professionalsGet the Sample Report
One client. Three claiming ages. $102,671 apart after Medicare and IRMAA.
17 pages · instant download
Every number from RetirementAdvisorPro
Official software of the IRMAA Certified Planner and NSSA
Built by Mark Annese
Founder, RetirementAdvisorPro · Co-founder, IRMAA Certified Planner
For financial professionals
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.
This sample shows one client's claiming options, each run through the whole retirement plan, from gross benefit to what Medicare and IRMAA leave.
Be the one who does, and you stop pitching. They start asking.
Net lifetime benefit after Medicare and IRMAA, for a sample client.
Claim at 65
$358,742
Net lifetime benefit
$102,671 less than the largest
Claim at 67
$413,702
Net lifetime benefit
$47,711 less than the largest
Claim at 70
$461,413
Net lifetime benefit
Largest of the options shown
What's inside
Gross benefits first, then what remains after Medicare and IRMAA.
What Social Security pays at every claiming age.
What each option is worth if the planning age is wrong.
Which years of each option cross a threshold, and into which tier.
Before you download
It downloads the moment you submit, and a copy lands in your inbox.
Get the Sample BlueprintAdvisors, insurance professionals and tax professionals with clients at or near retirement. It is not consumer software.
Nothing. Enter your name and email and it downloads right away. We email you a copy too.
No. It models the client’s numbers. The recommendation stays yours.
Yes. RetirementAdvisorPro builds this report from any client with two or more saved claiming strategies, with your logo on the cover. Book a demo and see it with your own client.
For financial professional use only. Not for use with the public. This sample report is educational and is not tax, legal, or investment advice. John Sample is a hypothetical client. The report is an illustration built on stated assumptions; it does not predict or guarantee any result and is not a recommendation to claim at any particular age.
RetirementAdvisorPro is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any government agency.
