#medicare surcharge

2 stories

#social security #tax bracket #401k #pension #required minimum distributions #required withdrawals #retirement income #rmd #roth conversion #standard deduction #tax year

Pensioner's Tax Trap at 73
A pensioner couple faces $50k tax bill at 73 due to 13 years of untouched 401(k)s.
24/7 Wall St. · 1m
Roth Conversion Timing
Retiring in March at 65 pushes Roth conversions into higher tax brackets.
24/7 Wall St. · 1m