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How Delaying Your Social Security Pension to Age 70 Can Help Your Roth Conversion Strategy

Most people can start collecting benefits as early as age 62, delay taking benefits (in exchange for a larger monthly amount) until age 70, or chose an option in between. As with most financial planning questions, there is no universal right answer, although you might want to take some time to consider an answer that is most correct for your specific situation.

Social Security Retirement Planning
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IRMAA FAQs

We often receive IRMAA questions from clients and other people who visit our blog. Below are a few of the most common questions. As we see more questions, we will continue to update this page. If you have a question, please share it with us and we will do our best to answer it!

Social Security
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Five Things Your Financial Advisor Should Be Doing to Add Value During the Coronavirus Pandemic

Of all the articles I have read, not one of them was written from a client’s perspective. After all, every truthful adviser will agree that it is times like these where financial advisers should be adding the most value to their clients—wouldn’t be useful to try and capture the client’s perspective in this? So, here is a list of ways your financial adviser should be earning their keep—written from what I believe to be the client’s perspective.

Estate Planning Investment Planning Social Security Tax Planning Insurance Planning Retirement Planning
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How Might the CARES Act Impact Your IRMAA?

If you’re currently on Medicare, and paying IRMAA surcharges, you might be wondering what impact the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act might have on your IRMAA surcharges. The short answer is that there does not appear to be anything in the Act that directly impacts your IRMAA for 2020. The longer answer, however, is that there still might be something you can do to lower or eliminate your IRMAA for 2020 or in the future.

Estate Planning Investment Planning Social Security Insurance Planning Retirement Planning
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