Can a Roth Conversion Trigger the 3.8% Net Investment Income Tax?
A Roth conversion isn’t generally net investment income, but it can increase MAGI used in the 3.8% NIIT calculation. See why investment income belongs in your conversion math.
Can a Roth Conversion Affect My ACA Health Insurance Premiums Before Medicare?
A Roth conversion can increase income used for ACA Marketplace premium-tax-credit calculations. See why health insurance costs should be part of your pre-Medicare Roth conversion math.