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Well it's been almost a year and a half, and I still am irked by this subject, but I'm glad to see that maybe my first rant was useful to others who might not know that Medicare premiums are affected by Roth conversions.  I still think that it's unfa...
SusanA657950 02-09-2024 02:40 PM
0
Replies
0
Kudos
1710
Views
Great minds think alike!  Yes, I agree that moving forward, it looks like we can just keep converting smaller amounts as we approach 72, then continue on converting amounts, but keeping our income within a Medicare premium level that works for us.  A...
SusanA657950 10-15-2022 01:25 PM
1
Reply
0
Kudos
5541
Views
Here's an article that I found to be quite useful - just thought I'd pass this on as well. https://www.financialalternatives.com/financial-alternatives-inc/2022/5/8/should-you-consider-a-roth-conversion-in-retirement#:~:text=A%20Roth%20conversion%20m...
SusanA657950 10-15-2022 07:59 AM
1
Reply
0
Kudos
5594
Views
You are really sweet to keep trying to understand my point.  Everything you just wrote is correct and understood.  We know that Roths will not be taxed after we convert and pay the taxes using other funds - that's why we're doing it.  However, it FEE...
SusanA657950 10-14-2022 09:14 PM
2
Replies
0
Kudos
5647
Views
I want to thank you for your prompt reply and appreciate that you took the time to explain what we have just come to know about this issue.  It still stings quite a bit to find this out at this point.  FYI, I'm a retired school teacher and my husband...
SusanA657950 10-14-2022 04:23 PM
1
Reply
0
Kudos
5690
Views
Well it's been almost a year and a half, and I still am irked by this subject, but I'm glad to see that maybe my first rant was useful to others who might not know that Medicare premiums are affected by Roth conversions.  I still think that it's unfa...
SusanA657950 02-09-2024 02:40 PM
0
Replies
0
Kudos
1710
Views
Great minds think alike!  Yes, I agree that moving forward, it looks like we can just keep converting smaller amounts as we approach 72, then continue on converting amounts, but keeping our income within a Medicare premium level that works for us.  A...
SusanA657950 10-15-2022 01:25 PM
1
Reply
0
Kudos
5541
Views
Here's an article that I found to be quite useful - just thought I'd pass this on as well. https://www.financialalternatives.com/financial-alternatives-inc/2022/5/8/should-you-consider-a-roth-conversion-in-retirement#:~:text=A%20Roth%20conversion%20m...
SusanA657950 10-15-2022 07:59 AM
1
Reply
0
Kudos
5594
Views
You are really sweet to keep trying to understand my point.  Everything you just wrote is correct and understood.  We know that Roths will not be taxed after we convert and pay the taxes using other funds - that's why we're doing it.  However, it FEE...
SusanA657950 10-14-2022 09:14 PM
2
Replies
0
Kudos
5647
Views
I want to thank you for your prompt reply and appreciate that you took the time to explain what we have just come to know about this issue.  It still stings quite a bit to find this out at this point.  FYI, I'm a retired school teacher and my husband...
SusanA657950 10-14-2022 04:23 PM
1
Reply
0
Kudos
5690
Views
Well it's been almost a year and a half, and I still am irked by this subject, but I'm glad to see that maybe my first rant was useful to others who might not know that Medicare premiums are affected by Roth conversions.  I still think that it's unfa...
SusanA657950 02-09-2024 02:40 PM
0
Replies
0
Kudos
1710
Views
Great minds think alike!  Yes, I agree that moving forward, it looks like we can just keep converting smaller amounts as we approach 72, then continue on converting amounts, but keeping our income within a Medicare premium level that works for us.  A...
SusanA657950 10-15-2022 01:25 PM
1
Reply
0
Kudos
5541
Views
Here's an article that I found to be quite useful - just thought I'd pass this on as well. https://www.financialalternatives.com/financial-alternatives-inc/2022/5/8/should-you-consider-a-roth-conversion-in-retirement#:~:text=A%20Roth%20conversion%20m...
SusanA657950 10-15-2022 07:59 AM
1
Reply
0
Kudos
5594
Views
You are really sweet to keep trying to understand my point.  Everything you just wrote is correct and understood.  We know that Roths will not be taxed after we convert and pay the taxes using other funds - that's why we're doing it.  However, it FEE...
SusanA657950 10-14-2022 09:14 PM
2
Replies
0
Kudos
5647
Views
I want to thank you for your prompt reply and appreciate that you took the time to explain what we have just come to know about this issue.  It still stings quite a bit to find this out at this point.  FYI, I'm a retired school teacher and my husband...
SusanA657950 10-14-2022 04:23 PM
1
Reply
0
Kudos
5690
Views
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Date Registered ‎12-14-2021 07:45 PM
Last Visited ‎02-10-2024 07:32 PM
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