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September 2020

Roth

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Roth Conversion…have you given a thought to Medicare?

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Recent Posts

Roth Conversion Rules 2022: Essential Guide for Advisors
Understanding the 2023 Medicare Part B Premium
Navigate the Medicare Penalty Calculator: Avoid Late Fees
Lead Generation for Financial Advisors: Key Strategies
Social Security Tax OASDI Limit 2023: A Detailed Overview

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Recent Blog Posts

Roth Conversion Rules 2022: Essential Guide for Advisors
Understanding the 2023 Medicare Part B Premium
Navigate the Medicare Penalty Calculator: Avoid Late Fees
Lead Generation for Financial Advisors: Key Strategies
Social Security Tax OASDI Limit 2023: A Detailed Overview

Disclaimers and Limitations for Healthcare Retirement Planner software:
Healthcare Retirement Planner software is intended for use by financial advisors, tax professionals and Medicare insurance agents for the benefit of their clients. This software is designed to estimate the impact of Medicare, IRMAA, and federal taxes upon net income in retirement.

The software output shows approximate retirement income and expense forecasts. These forecasts are based upon a broad range of future assumptions including; federal law, federal tax rates, inflation rates, and investment growth rates. The software also relies upon Social Security and Medicare projections and guidance provided by their respective Boards of Trustees. These assumptions will change over time. Actual results will vary.

We recommend updating each client profile annually. The software does not take into account state local taxes. Federal tax computations only account for adjusted gross income.

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