Story thread · 4 reports / 2 sources

He Converted $120,000 to a Roth at 63 to Get Ahead of the RMDs. Medicare Later Read It as Income and Charged Him $2,400 More in Year One.

247wallst.com · 3dShare

A perfectly legal Roth conversion strategy that his CPA approved left one retiree blindsided when Medicare priced his premiums two years later, and the form designed to fix exactly this kind of situation turned out to be completely off limits.

First report: The 63-to-70 Roth Conversion Window: How a $1.3 Million Couple Cuts Their Lifetime Tax Bill by $185,000 — 247wallst.com, 5d