Next Available Online Class: Thurs, May 30th
11:30am PT / 12:30pm MT / 1:30pm CT / 2:30pm ET
FREE Webinar
Retire without an unbearable tax burden
LEARN:
How to get your Social Security tax free
How to avoid penalties and fees
Transform your retirement worries into confidence
WELL KNOWN & TRUSTED
Over 5 Decades In The Industry
We gathered the country's foremost experts on retirement and Social Security with the goal to raise awareness and create a streamlined way to help people like you accurately predict your future health care costs, and provide solutions on how to drastically REDUCE them.
What We Do
Help people approaching retirement understand how to REDUCE taxes and keep more of their hard earned Social Security payments.
You Can Expect
Learn how to safeguard your retirement funds from taxes
Secure your financial future with confidence
Gain clarity on your healthcare costs and how to reduce or eliminate IRMAA penalties
Provide an analysis of whether a traditional 401(K) or a Roth is a better strategy for you
Help completing the SS-44 Form
Empower yourself to plan your retirement with excitement
AWARD WINNING FINANCIAL SERVICES TEAM
OUR TEAM
Craig cheney
CEO / President
Craig Cheney has been in the financial services business since 1978 beginning as a financial advisor and transitioning into senior sales management at several national mutual fund and insurance companies. In 2015, while attending a symposium on retirement planning Craig attended a lecture on IRMAA, a virtually unknown tax on client’s retirement assets. Craig then realizing the danger IRMAA poses to retirees he, along with business partner, Terri Hembree, joined forces with Dan McGrath, the nationally reknowned expert on IRMAA, and formed IRMAA Solutions, a company whose goal is to create awareness of this critical retirement issue in the United States. In addition, IRMAA Solutions has developed software that shows retirees and pre-retirees, alike, their actual healthcare and IRMAA costs in retirement and can offer solutions to mitigate the consequences of IRMAA.
terri hembree
CFO
Terri began her career in the mortgage lending field 44 years ago and worked throughout the industry from the ground up. She was a processor, loan officer, closer, underwriter, branch manager, assistant vice president and vice president of several companies. Terri learned how to work with people to realize their dream of home ownership. She also enjoys working with clients and numbers to create a loan that will work for them and their situation whether it is to purchase or refinance their home.
When 2008 came it was very difficult to make a living and help people with the added layers of regulations, many of which did not help the homeowner. So, thirteen years ago Terri met her business partner, Craig Cheney, and together they embarked on a new career path in the advisory world, again, working with numbers and helping people stay “on track” with their hard earned savings. In 2016, Craig and Terri formed Cee Way Solutions to grow Advisor’s AUM. In 2021, Craig and Terri formed IRMAA Solutions with Dan McGrath to educate retirees and pre-retirees on the consequences of IRMAA effecting their Social Security income and Healthcare costs. Terri is also still licensed to help with client’s mortgage needs so it’s a “win, win” philosophy.
Retirement Webinar
Learn the steps you need to take BEFORE you retire.
Space is limited. Grab your spot now and get all your questions answered.
If you can't attend, go ahead and register so we can text and email you the recording after it's over.
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