Retirement Income & Tax Planning for Professionals 5-10 Years From Retirement
Can 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.
Can You Retire in Orange County With $2 Million?
Retirement planning illustration overlooking the Orange County coastline with retirement income planning notes, coffee mug, and financial planning workbook.

