Roth Conversions + IRMAA: How to Plan Correctly (Part 1) скачать в хорошем качестве

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...   - - - - - - - - - - - - - - - - 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...