Serving the Piedmont Triad and nearby communities · 2026 IRMAA window
How much can you convert without raising your Medicare premium?
A Roth conversion may increase the income Medicare uses to calculate future premiums. Explore an estimate using 2026 rates, then discuss the timing with a qualified tax professional or financial advisor. Future Medicare rates may differ.
I can help explain the Medicare side of the estimate and identify questions for your tax professional or advisor.

- Licensed in North Carolina
- At-home or phone consultations in the Triad
- Official 2026 CMS IRMAA brackets
- No cost to talk through the number
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Would you like to discuss your estimate?
We can review how retirement income may affect Medicare and discuss which questions need a CPA or financial advisor. Your consultation is no cost.
Free consultation in person or by phone. Appointments daily at 9am, 11am, 1pm, 3pm, and 5pm, Eastern time.