Roth Conversions and the Medicare Surprise
Description
What if your retirement plan is missing key moves that could cost you later? In this episode of The Retirement Playbook, Rick Hughes and Granger Hughes break down the real-world impact of the Big Beautiful Bill, rising interest rates, and the role annuities play in securing income. They explore how Roth conversions can affect Medicare premiums and why understanding these connections is crucial. With a focus on financial education, the conversation highlights how informed decisions can help retirees avoid costly missteps and make the most of their income strategy.
Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.
The Next Event on Aug. 14: BIG BEAUTIFUL RETIREMENT
See omnystudio.com/listener for privacy information.
United States
