A Complete Guide to IRMAA Surcharges & Impact On Roth Conversions

In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). Interested in a custom strategy to retire early? β†’ https://rootfinancialpartners.lpages.co/early-retirement/ FREE 2023 TAX GUIDE β†’ https://rootfinancialpartners.lpages.co/important-numbers-2023-your-free-copy/ PODCAST - https://earlyretirementpodcast.com/ WEBSITE - https://rootfinancialpartners.com/san-diego-retirement-planner/ari-taublieb/ INSTAGRAM - https://www.instagram.com/ariearlyretirement/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? πŸ“£ Please like this video and tell us what you think! This feedback helps me create better content for you. –––––––––––––––––––––––––––––– πŸ“£ Are you taking advantage of tax planning? Make sure you don't pay a dime more in taxes than you need to. Learn all tax tips to make sure you're not leaving money on the table. πŸ‘‰ Subscribe to our channel and press the bell icon. ⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs ...................................................................................................................................... ⏰ SCHEDULE ⏰ πŸ”΄ New Videos Every Friday πŸ”΄ πŸ‘‰ Don't forget to tell me your opinion in the comments below. Thank you for supporting β€œ Early Retirement with Ari Taublieb” you can follow us on the Social Media Links Below: βœ” Follow βœ” AND ✿ STAY CONNECTED ✿ πŸ”Ž Instagram: https://www.instagram.com/ariearlyretirement/ LinkedIn: https://www.linkedin.com/in/aritaublieb/ Podcast Website: https://earlyretirementpodcast.com/ πŸ“Œ Podcasts: https://podcasts.apple.com/us/podcast/early-retirement/id1545439016 πŸ”” Amazon music: https://music.amazon.com/podcasts/9d9... πŸ”΄ Google podcasts: https://podcasts.google.com/feed/aHR0... ...................................................................................................................................... πŸ“Ί Watch my previous videosπŸ“Ί 🎬 Can You Spend More Today And Be On Track? https://youtu.be/1SE6f_GmeTg 🎬 Tax Savings You MUST Take Advantage Of https://youtu.be/skEhOPootsM 🎬 Spending Money: How Would You Feel If You Could Spend More Today? https://youtu.be/jC-wutASngk 🎬 Why I'm A Financial Planner https://youtu.be/vi02Uh9__Hw -------------------------------------------------------------------------------------------------------------------------------- ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- πŸ“§ For Business Inquiries πŸ“§: Mail: ari@rootfinancialpartners.com -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "DISCLAIMER:⚠️ All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions. This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. ⭐ Thank you for supporting the channel and for watching this video ⭐