Tax-Smart Retirement Planning: Roth Conversions, Medicare, and Income Strategies
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Tax-Smart Retirement Planning: Roth Conversions, Medicare, and Income Strategies
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Taxes, Medicare, and income planning all collide in retirement—and the order you do things matters. Eric Kearney and CFP® Donna Krohn break down the process that turns confusion into confidence so your money works as hard as you did.Call 601 THE FARM for your complimentary, farm-fresh second opinion or visit https://farmtruckfinancial and request a consultation!On this episode of Farm Truck Financial, Eric Kearney (President, Retirement Wealth Advisors) and Donna Krohn, CFP® unpack how true financial planning ties together income strategy, tax planning (including Roth conversions), Medicare/IRMAA considerations, and coordinated portfolio management. You’ll see why the right process—not random products—drives results, and how our planning team collaborates with CPAs, estate attorneys, and Medicare specialists to stress-test decisions before you act.