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Retirement Income

How a Roth Conversion Affects Your Social Security Tax and Medicare Premium

A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming.

May 7, 2026

Retirement Income

The Roth Conversion Window Most Retirees Don't Know Exists

Between retirement and Social Security, there's a window where converting to Roth could save you tens of thousands in taxes. Most people miss it entirely.

May 2, 2026

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Published by American Retirement Advisors in Scottsdale, Arizona.

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AmericanRetirementAdvisors.com LLC is an independent insurance agency. Our advisors are licensed insurance professionals in all 50 states. Insurance products, including annuities and life insurance, are not bank deposits, are not FDIC insured, are not insured by any federal government agency, and carry no bank or credit union guarantees. Annuity guarantees, including guaranteed income riders, are backed solely by the claims-paying ability of the issuing insurance company. Past performance and historical interest rates are not guarantees or indicators of future results.

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Medicare Disclosure

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (1-800-633-4227) to get information on all of your options. TTY users should call 1-877-486-2048. AmericanRetirementAdvisors.com LLC is not connected with or endorsed by the U.S. government or the federal Medicare program. Hours of operation: Monday through Friday, 8:00 AM to 5:00 PM MST.

Enrollment in a Medicare Advantage or Medicare Part D plan depends on the plan's contract renewal with Medicare. We represent Medicare Advantage HMO, PPO, PFFS, and SNP organizations and stand-alone PDP sponsors that have Medicare contracts. Enrollment in any plan depends on contract renewal.

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