10/02/2026
One Retirement Decision Can Affect Several Others
Many people don't realize that:
- Your retirement income affects taxes.
- Taxes can affect Medicare costs.
- Medicare premiums may increase because of IRMAA.
- Social Security decisions influence income planning.
These decisions are connected.
Join Sarrah Samraoui, CFP®, CDFA® Financial Advisor with Ameriprise Financial, and Joy Cheney, NSSA®, IRMAA Certified Planner at Almost 65 Benefits Advisors on October 8 at 6:00 p.m. ET to learn how they work together and how greater coordination may help you avoid costly surprises.
Preparing for Taxes in Retirement, presented by Sarrah Samraoui
Question and Answer to follow with Medicare & Social Security Advisor, Joy Cheney
Register Here:
https://bit.ly/4xWfCre
This is an informational seminar. There is no cost or obligation.
Joy Cheney, NSSA® | IRMAA Certified Planner™, Almost 65 Benefits Advisors is not affiliated with Ameriprise Financial.
FutureFWD Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.