ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income

evelynm — Tue, 24 Feb 2026 06:52:05 GMT

ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income:

A Roth IRA may be able to help limit your exposure to the Medicare surtax on net investment income. Your qualified withdrawals from a Roth IRA are not included in the adjusted gross income (MAGI) threshold for the surtax. However; withdrawals from traditional accounts such as a workplace retirement plan (traditional 401(k)/or a traditional IRA) are included in MAGI and do count toward the MAGI threshold for the Medicare surtax. Your required minimum distributions could expose you to the Medicare surtax, and using your Roth account may help you avoid it.

https://turbotax.intuit.com/tax-tips/health-care/will-medicare-medicaid-be-impacted-by-aca/L11RbMzg5

Re: ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income

evelynm — Wed, 26 Jul 2023 18:11:00 GMT

https://turbotax.intuit.com/tax-tips/health-care/will-medicare-medicaid-be-impacted-by-aca/L11RbMzg5

topic Re: ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income in Retirement tax questions

ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income

ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income:

Re: ROTH IRA - yes please - to decrease and potentially avoid the Medicare surtax relating to net investment income