A Complete Guide To Medicare & IRMAA Surcharges (And Healthcare Before 65)

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Managing healthcare costs can be challenging when you are planning to retire early. Today's video discusses and explains the complexity of healthcare for those planning to retire before age 65, offering detailed guidance on insurance, tax planning, and retirement strategies. The discussion includes anticipating and managing costs associated with Medicare and IRMAA surcharges, especially when considering Roth conversions.  –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:08 Download the E-book 01:30 When To Start With Healthcare For Retirement? 03:30 What Are Your IRMAA Surcharges? 05:22 What Is Capital Gain Bracket? 09:05 Summary  09:54 Work With Us –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/early-retirement eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/health-insurance Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cash-flow-planner PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.