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Explore Roth Conversion Part 4: Avoid IRMAA & the 3.8% NIIT (Save $10,000+/Year) with 73,040 views, 1,478 likes, and 26 comments. Experience the impact of this video content that has captured audience attention.

Roth conversions can trigger TWO hidden taxes that cost high earners thousands per year: IRMAA Medicare surcharges and the 3.8% Net Investment Income Tax. This is Part 4 of my Roth conversion series, specifically designed for stock traders, investors, and high-income retirees. Learn how to calculate IRMAA thresholds, avoid the 3.8% NIIT, and strategically time Roth conversions to minimize both taxes while maximizing your tax-free retirement income.If you're a stock trader or investor with significant capital gains, dividends, or investment income, this video shows you exactly how Roth conversions interact with IRMAA and NIIT - and more importantly, how to plan conversions to avoid crossing these critical income thresholds. --- Join Justin's Personal Tax Planning Template Program Here: https://numbercrunchnerds.systeme.io/taxplanningtemplate Download Justin's 2026 Roth Conversion Planning Flowchart Here: https://numbercrunchnerds.systeme.io/2026_roth_conversion_flow_chart --- 💡 KEY TOPICS COVERED: ✓ What is IRMAA (Income-Related Monthly Adjustment Amount) ✓ IRMAA income brackets and surcharge amounts 2026 ✓ What is the 3.8% Net Investment Income Tax (NIIT) ✓ MAGI thresholds that trigger IRMAA and NIIT ✓ How Roth conversions increase MAGI ✓ Stock trading income and capital gains impact ✓ Calculating optimal conversion amounts below thresholds ✓ Multi-year conversion strategies for investors ✓ Tax-loss harvesting to offset conversion income ✓ Timing conversions in bear markets ✓ When paying IRMAA/NIIT is worth it 00:00 Introduction 01:17 Timeline for Roth Conversions, Medicare, IRMAA and RMDs 04:42 Introduction to IRMAA and the Net Investment Income Tax (NITT) 06:02 How To Calculate the Net Investment Income Tax 07:27 Calculating Taxable Income 10:35 Is Roth Conversion Income Considered Investment Income 15:46 Calculating Ordinary Income Tax 19:18 Calculating Capital Gain Tax 23:37 Calculating the Net Investment Income Tax 26:42 The Different "Buckets" of Tax (Ordinary, Capital Gain, NITT) 30:40 IRAs are Like Vegas "What Happens in IRAs Stays in IRAs" 33:33 IRMAA Brackets & Medicare Premiums (MAGI) 35:53 Impact of Roth Conversion on IRMAA Surcharge (With & Without) 39:06 IRMAA Brackets are "Cliff Brackets" (this is Different than Tax Brackets) 46:06 IRMAA Surcharge Calculator (now part of the Personal Tax Planning Template) 49:49 Tax Exempt Interest Modification to AGI to get to MAGI 56:03 Roth Conversion Planning with IRMAA Considerations 1:00:57 Conventional Wisdom in Day Trading | Swing Trading | Investing 1:06:17 Regular Brokerage Account & Traditional IRA (Classic Strategy) 1:12:22 Regular Brokerage Account & Traditional IRA (Reverse Strategy) 1:19:44 Regular | Traditional | Roth Conversion (Mixed Strategy) 1:30:46 Stock Trader Calculator (now part of the Personal Tax Planning Template) 1:33:00 Investment Strategy Determination | Projected Return | Projected Tax Rates 1:40:01 Assigning Strategies to Your Investment Accounts 1:41:54 How The Calculation Tables Work for Each Portfolio 1:45:02 Withdrawal of Funds to Pay Tax on the Roth Conversion 1:47:30 Analyzing the Results of the After-Tax Cash Flow Maximization Analysis 1:48:45 It's all Part of the Personal Tax Planning Template #RothConversion #IRMAA #NIIT #NetInvestmentIncomeTax #StockTrader #InvestorTaxes #MedicareSurcharges #TaxPlanning #CapitalGains #DayTrader

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