Could one retirement tax decision today affect what you pay for Medicare tomorrow? Dan Groben and Phil Menard discuss year-end tax planning, including required minimum distributions, Roth conversions, and the potential impact of IRMAA surcharges. They explain why delaying a first RMD could result in two taxable distributions the following year and how additional income may affect Medicare Part B and Part D costs. Plus, they explore how Roth conversions can fit into a broader strategy for managing taxable retirement income.

Connect with Dan & Phil at Servant Advisors Group

Could one retirement tax decision today affect what you pay for Medicare tomorrow? Dan Groben and Phil Menard discuss year-end tax planning, including required minimum distributions, Roth conversions, and the potential impact of IRMAA surcharges. They explain why delaying a first RMD could result in two taxable distributions the following year and how additional income may affect Medicare Part B and Part D costs. Plus, they explore how Roth conversions can fit into a broader strategy for managing taxable retirement income.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!