Watch This and Never Worry about Healthcare in Early Retirement Again
Автор: Pacific Wealth Management
Загружено: 2026-07-08
Просмотров: 21751
Описание:
Healthcare in early retirement does not have to keep you working until Medicare at 65, even with $2 million or more saved. Justin Kuntz, CFP®, of Pacific Wealth Management explains your coverage options before 65 (COBRA, a spouse's plan or the ACA marketplace) and why ACA subsidies are based on your taxable income, not your net worth, so the accounts you draw from can change what you pay. He also covers how Roth conversions and large capital gains can push you out of the subsidy range and how to decide which to prioritize each year.
👉 Schedule a free introductory call here: https://calendly.com/justinckuntz/pho...
Watch the full Social Security, Medicare and Healthcare series: • The Most Accurate Social Security Strategy...
Related: Why Is US Healthcare So Expensive? • Why Is US Healthcare So Expensive?
Pacific Wealth Management: https://pacwealth.com
Disclaimer:
This information is provided for general information purposes only and is not intended to provide specific investment advice. The information in this publication should not be relied upon for tax reporting, accounting, or valuation purposes. The opinions are as of the date of this publication and are subject to change due to market or economic conditions and laws.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification mark.
#socialsecurity #retirementplanning #financialplanner
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