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.
What 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.

