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The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229
Manage episode 452061722 series 3557639
Sisällön tarjoaa Financial Symmetry, Chad Smith, and Mike Eklund. Financial Symmetry, Chad Smith, and Mike Eklund tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans.
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Outline of This Episode- [04:32] Considering Roth conversion for potential tax benefits
- [09:07] Rules around qualifying for ACA in 2025
- [12:36] Early retirement may offer a low-tax window for Roth conversions, potentially reducing the lifetime tax burden
- [15:49] Consider long-term planning, not just immediate tax impacts, for decisions like Roth conversions
- [18:44] Roth conversions are typically completed at year's end to account for unexpected income changes affecting ACA MAGI estimates.
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