Retirement Income Planning
ArticleCan a Roth Conversion Increase Your Medicare Premiums?
A Roth conversion can increase your Medicare premiums, sometimes two years after the conversion. But higher IRMAA costs don’t necessarily mean the conversion was a mistake. Here’s how Roth conversions and Medicare interact, and why the trade-off should be evaluated as part of your broader retirement plan.
ArticleWhat Is IRMAA? How High Earners Pay More for Medicare
Understand how IRMAA affects your Medicare premiums and learn practical tax and withdrawal strategies to reduce surcharges in retirement.