Impact of Roth IRA Conversion on Social Security Benefits and Medicare IRMAA : In this episode of Ask The Hammer, Jeffrey shares key insights regarding the impact of Roth IRA conversions on Social Security and Medicare’s Income-Related Monthly Adjustment Amounts (IRMAA). The discussion focused on a scenario where an individual plans to convert $1.7 million to a Roth IRA over ten years, 15 years before retirement. Catch all of the Ask The Hammer episodes at this link: https://www.finstream.tv/videos/ask-the-hammer/
Featuring: Jeffrey Levine
Categories: 401k and Roth IRA