Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain significant tax credits -- often more than $10,000 yearly -- to offset premiums.
Hear Kevin discuss Premium Tax Credits and how to plan to obtain them. With a recent law change, these credits are even more sizable and accessible at higher income levels for 2021 and 2022 and maybe longer with pending tax legislation.
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The skinny
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