Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent
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For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense.
In this episode, Tyler Emrick, CFA®, CFP® dives into how the Affordable Care Act’s (ACA) Premium Tax Credits work, what is and what isn't expiring after 2025, and how affluent retirees can still qualify through smart income control. From understanding Modified…
The skinny
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