What if the Medicare premium increase you're worried about today is tiny compared to the taxes you could face later? In this episode of The Retirement Bullpen, Richard Warner explores the growing interest in Roth conversions and why investors across multiple generations are paying closer attention to them. Richard explains how taxes, inflation, required minimum distributions, Social Security, and Medicare IRMAA surcharges all factor into the decision. He also discusses why Roth conversions are not one-size-fits-all, how timing can dramatically impact results, and why a strategy that works for one retiree may not work for another. If you've heard the buzz around Roth conversions, this conversation highlights the key factors worth evaluating before making a move.

Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook