Tag Archive for: Roth Conversion

Turning 65 in Dallas: The Complete Financial Checklist for DFW Pre-Retirees

Miss the Medicare window and you pay a penalty for life. Trip an IRMAA cliff by $1 and you owe thousands. Forget the over-65 property tax exemption and you leave money on the table. Here’s what to do, in the order it matters, the year you turn 65 in Dallas.