Roth Conversions + IRMAA: How to Plan Correctly (Part 1)

Does your tax plan accurately reflect the current and future costs of IRMAA? Medicare is a common 'mistake zone' for retirees when deciding Roth Conversion sizing + withdrawal order. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Roth Conversions + IRMAA
0:17 What is IRMAA?
1:18 2025 IRMAA Brackets
2:05 Step #1 in Retirement Tax Planning
4:21 Difficulties with IRMAA
5:17 A Common IRMAA Mistake
5:54 IRMAA Calculations the Right Way
8:07 The Marginal Cost of Each IRMAA Zone
9:18 Best IRMAA Practices

Projecting Out Future IRMAA Brackets -    • How to Avoid IRMAA the Right Way! | Medica...  

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