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In this video, I am going to discuss the confusing decision many early retirees face: whether to prioritize Roth conversions or focus on maintaining healthcare subsidies.
Using real-life examples and a detailed case study, I will explain how Roth conversions can be beneficial, while also, prioritizing healthcare subsidies.
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Time Stamp
00:00 Intro
02:30 Roth Conversions or Aca Subsidies
03:00 How to Prioritize
03:33 What Is Roth Conversions
04:10 Intro to Case Study
05:25 Strategy to Manage Tax Brackets
07:30 The Impact on Medicare Premiums.
11:30 Balancing Roth Conversions and Healthcare Subsidies.
13:40 Growing Roth Conversions
15:30 Summary
16:22 Download the E-book
16:45 Work With Us
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
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