How to Qualify For ACA Health Insurance + Roth Conversions

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The video, created by Retirement Advice, LLC, provides a detailed case study on financial planning for early retirees, focusing on tax planning and health insurance expense strategies. The firm, based in Mapleton, Utah, aims to equip individuals with the knowledge and tools needed to retire confidently.

Key Points:
Case Study Overview:

Focuses on a couple, Jordan and Susie, aged 50 and 45, with two children.
The couple plans to retire early, live abroad, and ensure they do not run out of money while maintaining healthcare coverage.
Income and Tax Planning:

Projection of income sources: dividends, interest income, rental income, and capital gains.
Strategies to minimize tax liabilities through Roth conversions and capital gains harvesting.
Visualization of tax brackets and potential tax savings.
Emphasis on managing income to stay within favorable tax brackets.
Health Insurance Planning:

Calculation of healthcare costs and subsidies based on projected income.
Selection of health insurance plans with consideration of premium costs and coverage.
Impact of Roth conversions on health insurance subsidies.
Financial Benefits:

Potential tax savings by managing income and utilizing tax credits.
Significant savings on health insurance premiums through strategic income planning.
Long-term benefits of Roth conversions in reducing future tax liabilities.

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Retirement Advice, headquartered in Mapleton, Utah, is a fee-only financial planning firm that equips individuals with the knowledge, tools, and wisdom needed to retire on their terms confidently. Their holistic approach is rooted in transparency, open collaboration, and a client-first mindset. They can be reached by phone at (801) 228-0103, via email at [email protected], or on the web at earlyretirementadvice.com.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained above is for illustrative, educational, and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

RETIREMENT ADVICE, LLC “RA” is a registered investment advisor offering advisory services in the State of UTAH and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, RETIREMENT ADVICE, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.