Roth Conversion vs. Healthcare Subsidy: A $100,000+ Decision?

Are you retiring before 65 but are having trouble deciding if you should prioritize Roth Conversions vs. Earning a Healthcare Subsidy? This is one of the most important but complex early retirement decisions. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Roth Conversion vs. Healthcare Subsidy
0:15 The Value of a Healthcare Subsidy
2:36 The Value of Roth Conversions
3:37 The Problem When Both Are Necessary
5:54 The Affordable Care Act Subsidy Explained
7:48 A 2-Step Process to Finding Your Optimal Strategy
11:19 Calculating Without Software Solutions

- - - - - - - - - - - - -
Always remember, "You Don't Need More Money; You Need a Better Plan"

🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA...

🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series

📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact

📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat...

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...