Should I Prioritize Roth Conversions or Health Insurance Subsidies?
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.
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