The Trickiest Variable In Roth Conversion Planning | The IRMAA Trap скачать в хорошем качестве

The Trickiest Variable In Roth Conversion Planning | The IRMAA Trap

Are you correctly planning for the trickiest variable in Roth Conversion planning - Medicare's IRMAA? If not, you may be leaving thousands per year on the table... 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 The Trickiest Variable in Roth Conversion Planning 1:37 The Most Important Roth Conversion Relationship 2:50 Translate Dollars to Tax Rates 4:47 IRMAA Determination Periods 6:23 The Tricky IRMAA Tax Rate Calculation 8:52 The IRMAA Balancing Act #rothconversion #retirementincomeplanning #retirementplanning - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...