Dan Morris is the IRMAA Expert, with knowledge and experience. 

Barry Brooksby

Dan will assist you mitigate your retirement income plan from future future income taxes and any possible IRMAA sur-charges.

Craig R. Cheney

By Dan Morris

Read Designing Your Tax-Smart Retirement Income Plan

Who is this Book For?

Throughout the pages of my book, we’ll tackle all pain points that might keep you awake at night. We’ll look at making your savings last a lifetime. We’ll dig into managing and minimizing the sometimes astronomical cost of healthcare. Do you know the best way to optimize your social security benefits? If now, don’t worry. We will cover that. Navigating tax implications of retirement will be covered. And of course, blancing the need for growth with your desire for security. This book will be your lifeline to a golden retirement.