In this video:
Roth IRA Conversions, Required Minimum Distributions, HSAs, and Mutual Fund distributions can all created unexpected costs, which may outweigh the benefits.
A single detail, if missed, can result in thousands of dollars that should be yours, but isn't.
The reason is that people believe that financial matters and health insurance/Medicare are separate: this is NOT CORRECT. Health insurance and Medicare involves taxes, and that means the IRS and the measurement of your taxable income.
The result: if you are not paying attention, to both, together, then something can be missed, and that money will go to somewhere, rather than into your pocketbook.
Bottom line: You need to consider these topics TOGETHER, as my clients do (after we are done).
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