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Is a Roth Conversion Worth It, Even If It Temporarily Raises Your Medicare?
Is a Roth Conversion Worth It, Even If It Temporarily Raises Your Medicare?
A Roth conversion offers a simple tradeoff: pay taxes now and potentially enjoy tax-free income later. The catch is that a conversion counts as income, which can temporarily increase your Medicare costs through IRMAA. On this episode of Countdown to Retirement, Gregg MacInnis breaks down whether the long-term benefits can outweigh the short-term hit.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.



