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The $1 Mistake That Could Cost You Thousands in Retirement (Ep. 18)
Did you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs?
This week, Dan Reese explains common retirement planning situations where a single extra dollar in income can unexpectedly spike your taxes, Medicare premiums, and insurance costs. From IRMAA surcharges to Social Security taxation rules to ACA subsidy limits, Dan explains how understanding these often overlooked thresholds can help retirees make more informed financial decisions.
He also walks through smart strategies to avoid them, like Roth conversions, withdrawal sequencing, and charitable giving tactics that can help protect your nest egg and optimize your income.
What you’ll learn:
Resources:
Connect with Dan Reese CFP®:
Disclosure: Converting from a traditional IRA to a Roth IRA is a taxable event.
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By Dan ReeseDid you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs?
This week, Dan Reese explains common retirement planning situations where a single extra dollar in income can unexpectedly spike your taxes, Medicare premiums, and insurance costs. From IRMAA surcharges to Social Security taxation rules to ACA subsidy limits, Dan explains how understanding these often overlooked thresholds can help retirees make more informed financial decisions.
He also walks through smart strategies to avoid them, like Roth conversions, withdrawal sequencing, and charitable giving tactics that can help protect your nest egg and optimize your income.
What you’ll learn:
Resources:
Connect with Dan Reese CFP®:
Disclosure: Converting from a traditional IRA to a Roth IRA is a taxable event.