Peter Orth Earns IRMAA Certified Planner (IRMAACP®) Designation
At Ascent Advisors, we are committed to providing our clients with specialized expertise and guidance in every stage of retirement planning. We are proud to announce that Peter Orth has earned the IRMAA Certified Planner (IRMAACP®) designation, further strengthening our team's ability to help clients navigate the complexities of Medicare and retirement income planning.
The IRMAA Certified Planner designation is awarded to financial professionals who successfully complete a comprehensive educational program and examination focused on Medicare's Income-Related Monthly Adjustment Amount (IRMAA). This advanced credential demonstrates a high level of expertise in helping retirees understand how income can affect Medicare premiums and how thoughtful planning can reduce unnecessary healthcare costs.
With this specialized training, Peter is able to provide clients with guidance on:
Understanding how IRMAA affects Medicare Part B and Part D premiums.
Developing retirement income strategies designed to help minimize IRMAA surcharges.
Coordinating tax-efficient withdrawal strategies with Medicare planning.
Helping clients make informed decisions that balance retirement income, taxes, and healthcare costs.
"Continuing education is an important part of serving our clients well," said Peter Orth. "Earning the IRMAA Certified Planner designation allows me to provide even more specialized guidance to individuals and families as they navigate Medicare and make important retirement planning decisions."
Peter's achievement reflects Ascent Advisors' ongoing commitment to investing in professional development and delivering comprehensive, advice-first financial planning. As retirement planning becomes increasingly complex, specialized knowledge like this helps ensure our clients receive informed, proactive guidance tailored to their unique circumstances.
If you have questions about Medicare, IRMAA, or how your retirement income strategy may impact your healthcare costs, we invite you to contact Peter Orth or a member of the Ascent Advisors team to learn more.