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What to Know - Social Security & Medicare IRMAA Thumbnail

What to Know - Social Security & Medicare IRMAA

Were you surprised to receive a Medicare IRMAA letter from the Social Security Administration? You're not alone! Beware that certain income levels can increase your 2023-year Medicare premium by 47%, 119%, 191%, 262%, or 286%. And yet, some people might still pursue a higher premium and be glad they did!

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Tax Planning in Turbulent Times Thumbnail

Tax Planning in Turbulent Times

There are three certainties in life: death, taxes, and change. Here is an in-depth review of the tools and techniques we use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).

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Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

While you may have chosen to save using a traditional retirement account, you have the option to switch to a tax-free retirement account at any time. This switch is called a Roth conversion. Who should consider a switch, and who should stay away? We've got your biggest questions answered.

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