Roth Conversion Archives - Legacy Wealth Management

Am I Paying Too Much Tax in Retirement?

Am I Paying Too Much Tax in Retirement?

Nobody gets terribly excited about paying taxes in retirement, but taxes are part of the retirement picture, and the real question is not whether you

By Jeff Funderburk|2026-08-25T09:38:16-06:00August 25th, 2026|Categories: Articles|Tags: 2026, Capital Gains Tax, Financial Advice, financial advisor, financial planning, IRA Withdrawals, Retirement Income, Retirement Planning, Roth Conversion, Social Security Timing, Tax Planning|0 Comments

Why Your Medicare Premiums Jumped (and How IRMAA Relief Can Lower Them)

Why Your Medicare Premiums Jumped (and How IRMAA Relief Can Lower Them)

If you opened a letter from Social Security and thought, “Wait… why did my Medicare premiums jump?” you’re in good company. Often the reason is IRMAA (the Income-Related Monthly Adjustment

By Dan Funderburk|2026-05-13T15:11:29-06:00May 19th, 2026|Categories: Articles|Tags: 2026, Capital Gains, Financial Advice, financial advisor, financial planning, IRA Distribution, IRMAA, Medicare, retirement, Retiring, Roth Conversion, Selling a Business, Senior Income, Tax Planning|0 Comments

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