Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions - podcast episode cover

Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions

Feb 06, 202315 minEp. 111
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Episode description

In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums.

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Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions | Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) podcast - Listen or read transcript on Metacast