How Early Retirees Can Use the Advanced Premium Tax Credit for Health Insurance
Автор: Sensible Money, LLC
Загружено: 2023-11-13
Просмотров: 2522
Learn how the Advanced Premium Tax Credit can reduce health insurance costs for retirees under 65, and tips for maximizing eligibility.
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Dana Anspach from Sensible Money explains the Advanced Premium Tax Credit (APTC), how it reduces health insurance premiums for early retirees, and strategies for maximizing eligibility. Discover how income affects APTC, tips for tax-efficient withdrawals, and avoid costly mistakes to secure the best health coverage.
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00:00 - Introduction to Advanced Premium Tax Credit (APTC)
01:40 - Health Insurance Costs for Early Retirees
05:10 - Calculating APTC and Eligibility Requirements
09:22 - Strategies to Maximize APTC and Avoid Pitfalls
#RetirementPlanning #FinancialRetirementPlanning #HealthInsuranceTips
DISCLOSURES
This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.
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