Taxes

James McGlynn CFA, RICP

Lump sum pension converted to Roth pre-IRMAA

Dec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...

James McGlynn CFA, RICP

The Gift of the MAGI-IRMAA!

ec 17, 2022 I’LL BE ENROLLING IN Medicare in a couple of years. I wish I knew how much my premiums will be, but that’s a mystery worthy...

James McGlynn CFA, RICP

Paying Uncle Sam but not Aunt IRMAA-Lump Sum Conversion

Dec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...

James McGlynn CFA, RICP

Roth While You Can

NEWS OF ENTREPRENEUR Peter Thiel’s $5 billion Roth account, which was funded with PayPal stock, has motivated Congress to look at...

James McGlynn CFA, RICP

The Taxman Cometh

LATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw...

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