Understanding investments-Stocks, CDs, IRAs and such

My IRMAA link in Retirement thread from October just showed as “popular” (50 views). So I’ll repeat it here.

Most retirees don’t have enough earnings to worry much about IRMAA, a sort of medicare extra “tax”. But folks considering Roth rollover (converting taxable 401K to a non taxable Roth, ie eat the tax pain now), sale of appreciated assets etc need to be aware.

NOTE: If all of your taxable income years will be under $194K (joint) or $97k (single), IRMAA is not a concern. Also not a concern if those years happen before you are about age 63 (IRMAA based on 2 year prior tax forms), since Medicare starts at age 65.

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