Episode 42: Tax Planning for Early Retirees and the Affordable Care Act

Most Americans become eligible for Medicare at age 65.  For early retirees, the subsidies provided for Affordable Care Act health insurance plans can make this an attractive source for health insurance coverage. But the way these subsidies are determined is complicated. In this episode, Wade and Alex discuss some tax planning considerations to keep in mind for those receiving health insurance through an Affordable Care Act plan. Listen to this episode to learn more!

Links

Click here to watch this video on YouTube: https://youtu.be/Xexk1wPHb3w?si=h8bYeGYd7SOsw-J7

Read Wade’s full article referenced in this episode here: https://www.advisorperspectives.com/articles/2022/11/14/tax-planning-and-health-insurance-premium-subsidies-under-the-affordable-care-act

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/.

Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

Recent Episodes

Episode 152: Navigating Holiday Money Talks

In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept