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Should I Prioritize Roth Conversions or Health Insurance Subsidies? episode artwork

EPISODE · Feb 13, 2024 · 19 MIN

Should I Prioritize Roth Conversions or Health Insurance Subsidies?

from Retirement Answers · host Jacob Duke, CFP®

In this episode, Jacob discusses the decision many retirees have to make: prioritizing health insurance subsidies or Roth conversions? He highlights considerations such as the person's tax-deferred balance, age, and whether they are charitably inclined. Jacob explains how the Affordable Care Act can lower premiums for those under a certain income level, and spells out the potential tax savings involved in Roth conversions. He also puts forth the possibility of combining both strategies, depending on specific circumstances. If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!Want help with your retirement plan?👇🏼☎️ Book a call with me✉️ Email me: [email protected] YouTube Channel Submit your question here: [email protected]#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

What this episode covers

In this episode, Jacob discusses the decision many retirees have to make: prioritizing health insurance subsidies or Roth conversions? He highlights considerations such as the person's tax-deferred balance, age, and whether they are charitably inclined. Jacob explains how the Affordable Care Act can lower premiums for those under a certain income level, and spells out the potential tax savings involved in Roth conversions. He also puts forth the possibility of combining both strategies, depending on specific circumstances. If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!Want help with your retirement plan?👇🏼☎️ Book a call with me✉️ Email me: [email protected] YouTube Channel Submit your question here: [email protected]#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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Should I Prioritize Roth Conversions or Health Insurance Subsidies?

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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 19 minutes long.

When was this Retirement Answers episode published?

This episode was published on February 13, 2024.

What is this episode about?

In this episode, Jacob discusses the decision many retirees have to make: prioritizing health insurance subsidies or Roth conversions? He highlights considerations such as the person's tax-deferred balance, age, and whether they are charitably...

Can I download this Retirement Answers episode?

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