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

Financial Symmetry: Balancing Today with Retirement

Контент предоставлен Financial Symmetry, Chad Smith, and Mike Eklund. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Financial Symmetry, Chad Smith, and Mike Eklund или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

1M ago 24:11

MP3•Главная эпизода

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.

231 эпизодов

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