『Phil Graham: Medicare Premiums, Social Security Taxes, and Quiet Costs (Part 4)』のカバーアート

Phil Graham: Medicare Premiums, Social Security Taxes, and Quiet Costs (Part 4)

Phil Graham: Medicare Premiums, Social Security Taxes, and Quiet Costs (Part 4)

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Coach Pete D’Arruda and Phil Graham examine costs that can quietly reduce a retirement paycheck. Topics include Medicare’s income-related premium adjustments, taxes on Social Security benefits, Roth conversion considerations, and the cumulative effect of investment fees. They discuss why understanding these rules before making withdrawals can help frame a more useful conversation with your financial and tax professionals. Part four of the September 5 Financial Safari interview.

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