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Is a Roth Conversion Worth It, Even If It Temporarily Raises Your Medicare?

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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.

https://gmacfamilyfinancial.com/

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Countdown to Retirement with Gregg MacInnis

Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement t 
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