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In this episode of The Medicare Show, Jeffrey Kuhn dives into one of the most common questions he hears during tax season. Whether to contribute to or convert a Roth IRA. He breaks down the key factors that can make or break that decision. From understanding tax brackets and retirement income to avoiding costly misconceptions about IRA conversions, he offers practical guidance to help listeners make smarter, more tax-efficient choices as they approach retirement and navigate their broader financial planning.
By Jeffrey KuhnIn this episode of The Medicare Show, Jeffrey Kuhn dives into one of the most common questions he hears during tax season. Whether to contribute to or convert a Roth IRA. He breaks down the key factors that can make or break that decision. From understanding tax brackets and retirement income to avoiding costly misconceptions about IRA conversions, he offers practical guidance to help listeners make smarter, more tax-efficient choices as they approach retirement and navigate their broader financial planning.