Zortix
SearchAsk Zortix…⌘KSign in
ConceptExplored in depth · 4/5

Avoid Roth conversions during pre-Medicare years

The guest argued that Roth conversions are generally not ideal during the pre-Medicare years when retirees are managing for ACA premium tax credits.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Avoid Roth conversions during pre-Medicare years · Zortix