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Search Results : Roth IRA conversions

Podcasts

The following listen on-demand podcasts matched your search results for: Roth IRA conversions
Finishing Well
Hans Scheil
November 23, 2024
Certified financial planner Hans Scheil explains how Roth IRA conversions can save individuals and their heirs millions of dollars in taxes by converting pre-tax money to post-tax money while tax rates are low, allowing for tax-free growth and inheritance. [... more]
Planning Matters Radio
Peter Richon
April 27, 2024
Reducing the income-related monthly adjustment amount (IRMA) for Medicare Part B requires advanced planning and proactive strategies. One approach is to use Roth conversions, which can help avoid the IRMA surcharge. Another strategy is to open and invest in a health savings account, which can provide tax-free withdrawals for medical expenses. Additionally, a qualified charitable distribution can satisfy the required minimum distribution (RMD) requirement and avoid a taxable event. These strategies can help individuals manage their retirement expenses and reduce their tax burden. [... more]
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