How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early!
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This video is a detailed discussion of Ari Taublieb with Cole, co-founder at Move Health, on the advanced strategies involved in tax planning for early retirees.
The discussion aims to provide viewers with insights into the complexities of early retirement planning in the context of healthcare costs and tax benefits, particularly comparing Roth IRA conversions with ACA (Affordable Care Act) subsidy planning.
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Time Stamp
00:00 Intro
00:20 Introduction of Guest
00:48 Get Free E-Book
02:37 Starting With Main Discussion-What Is Roth Conversion?
04:55 What Is ACA-Affordable Care Act?
06:45 Comparison of Subsidies and Conversion Strategies
09:13 Pro-Tips
11:35 Discussing Some of the Common Mistakes
13:33 What Is IRMAA?
16:28 About Move Health Care
17:50 Summary
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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/
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "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.
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