24/7 Wall St.

The Roth Conversion Window That Closes at 63: How to Save on IRMAA Surcharges Before Medicare

The Roth conversion window closes at 63 if you want to save on IRMAA surcharges before Medicare. Here's how it works.
MSN on MSN

The Roth conversion strategy affluent couples over 60 are using to drain a $1.4 million 401(k) before RMDs begin

Quick ReadRetiring at 61 with no Social Security yet creates a 12-year window to convert a $1.4M 401(k) into a Roth at ...
24/7 Wall St. on MSN

The Roth conversion that added $999.60 to a retiree’s Medicare bill two years later

Quick ReadA large Roth conversion spikes MAGI in the conversion year, triggering Medicare IRMAA surcharges two years later ...
24/7 Wall St.

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

A married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of ...
NerdWallet

Roth Conversion Ladder: How It Works, How to Do One

Roth conversion ladders create tax-free retirement savings but take a few years to implement. Here's how to start. Considering an early retirement or want to potentially lower the amount of taxes ...
collider

Guy Pearce is Torn Between Tribes In ‘The Convert’ Sneak Peek [Exclusive]

Britta DeVore is a Senior Author for Collider who has been known to dabble with Reality News as well. When she isn't sitting behind her laptop bringing readers her hot takes on upcoming projects or ...