James McGlynn CFA, RICPJul 252 minLump sum pension converted to Roth pre-IRMAADec 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, RICPDec 17, 20223 minThe 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, RICPJan 13, 20214 minRoth Conversions- A How-toINSPIRED BY THE TV series The Queen’s Gambit, many people suddenly want to master the game of chess. But I’m more interested in mastering...