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https://rootfinancialpartners.com/hea...

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This video is a detailed discussion of Ari Taublieb with Cole, cofounder at Move Health, on the advanced strategies involved in tax planning for early retirees.

The discussion aims to provide viewers with insights into the complexities of early retirement planning in the context of healthcare costs and tax benefits, particularly comparing Roth IRA conversions with ACA (Affordable Care Act) subsidy planning.

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Time Stamp
00:00 Intro
00:20 Introduction of Guest 
00:48 Get Free EBook 
02:37 Starting With Main DiscussionWhat Is Roth Conversion?
04:55 What Is ACAAffordable Care Act?
06:45 Comparison of Subsidies and Conversion Strategies
09:13 ProTips 
11:35 Discussing Some of the Common Mistakes 
13:33 What Is IRMAA?
16:28 About Move Health Care
17:50 Summary 

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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...

Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

PODCAST https://earlyretirementpodcast.com/
INSTAGRAM   / earlyretirementari  
LINKEDIN   / aritaublieb  

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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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Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.

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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.