Roth Conversion Deadline: Avoid a Surprise Medicare Surcharge
Exclusive Webinar for Corporate Employees:
Many corporate retirees focus on the tax implications of a Roth conversion but overlook how it may affect their Medicare premiums. A year-end conversion could have consequences beyond what you expect. Join us to explore the connection between Roth conversions, taxable income, and Medicare costs so you can make more informed planning decisions.
Topic: Roth Conversion Deadline: Avoid a Surprise Medicare Surcharge
Date: 11/3/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux
Topics Will Include:
- How Roth conversions, taxable income, and Medicare costs can connect in planning decisions.
- What the tax implications of a Roth conversion can mean for retirees.
- How a Roth conversion may affect Medicare premiums through taxable income.
- How a Medicare surcharge may relate to year-end Roth conversion timing.
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Wesley Boudreaux
Wesley Boudreaux has been working with corporate clients for more than 20 years, allowing him to become very familiar with retirement benefit plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.