Vanguard: Vanguard Perspectives®

Social Security, Medicare, and Roth conversions


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Vanguard retirement investment strategist Maria Bruno and Kahlilah Dowe, Certified Financial Planner professional with Vanguard Personal Advisor Services discuss how the timing of a Roth IRA conversion could affect Social Security, Medicare benefits, and taxes.
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Vanguard: Vanguard Perspectives®By Vanguard