20 subscribers
Player FM 앱으로 오프라인으로 전환하세요!
들어볼 가치가 있는 팟캐스트
스폰서 후원


1 Biscuits & Jam Returns on March 4th for Season 6 with The War & Treaty! 1:42
The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229
Manage episode 452040547 series 2394299
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.
***********
📬 Download your Free Retire On Purpose Guide here.
📰 See the full show notes here
🌐 Sign up here to receive Retirement Weekly to get one email every week on all things retirement
***********
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.
234 에피소드
Manage episode 452040547 series 2394299
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.
***********
📬 Download your Free Retire On Purpose Guide here.
📰 See the full show notes here
🌐 Sign up here to receive Retirement Weekly to get one email every week on all things retirement
***********
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.
234 에피소드
모든 에피소드
×
1 Navigating Your Options as an Eligible Designated Beneficiary, Ep #234 19:59

1 How to Avoid Common Mistakes When Gifting Money to Family, Ep #231 22:03

1 The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229 24:11

1 Navigating the Updated Inherited IRA Rules with Grayson Blaszek and Matthew Schulman, Ep #228 24:27

1 How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225 28:50

1 The Financial Benefits and Drawbacks of Working During Retirement, Ep #224 21:07

1 How Bobby Bonilla Day Can Help You Decide Whether to Take a Pension or a Lump Sum, Ep #220 21:43
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.