• Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies

  • Jun 4 2024
  • Duración: 34 m
  • Podcast

Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies

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  • Resumen

  • Healthcare subsidies are like a tax break and should always be optimized, right? That seems like an easy question that should have a straightforward answer. But the correct answer is, “It depends.”

    Cole from Move Health is back, as he and James explain how advanced premium tax credits work, when you might not want to take them, and why it’s imperative to have a financial plan and a tax strategy in mind as you make healthcare insurance decisions. They share case studies and remind listeners that we don’t need to feel intimidated regarding healthcare in early retirement. We just need to be informed.


    Questions Answered:
    Who is eligible for advanced premium tax credits?
    When should I not try to optimize healthcare subsidies?


    Timestamps:
    0:00 - ACA coverage
    2:19 - Advanced premium tax credits
    4:59 - Determining subsidies
    8:09 - Modified adjusted gross income
    9:36 - Estimating income
    13:17 - Optiming premiums and subsidies
    15:28 - Tax/subsidies strategies
    18:56 - A case study
    21:43 - When to optimize subsidies
    27:10 - Another case study
    29:34 - Tips and takeaways


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Economía Finanzas Personales
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