Suze Orman discussed the interaction between Roth conversions and Social Security benefits.
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Updated sep 17
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What happened
Suze Orman discussed the interaction between Roth conversions and Social Security benefits.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Orman advises on Steven's IRA value and the consequences of Social Security benefits loss upon death.Sub-event
Orman advises on using Roth conversions to optimize Social Security benefits.1 source
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The entities involved
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Suze Orman
American author, television personality, motivational speaker, businesswoman, investor
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Medicare
US federal health insurance
Related events
- Tax strategies like partial Roth conversions and QCDs are being used to reduce tax burdens associated with Social Security and Medicare.
- Medicare lookback rules are eroding the financial gains associated with Roth conversions.
- Roth withdrawals are invisible to Medicare IRMAA calculations and Social Security taxes.
- Pretax 401(k) savings are being converted into Roth accounts.