Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

February 19, 2022

Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA.

(3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan.

(16:15) George from North Carolina asks a question about asset location, tax diversification, asset allocation, and how they all relate to one another.

(40:30) A listener looks for clarity on upcoming tax changes potentially affecting Roth Conversions.

(52:30) A North Carolinian listener asks about potential Roth conversion strategies and how to avoid higher IRMAA thresholds.

 

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