5 Steps To Navigating Health Insurance When Retiring Before Age 65
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Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that swan dive for just a moment to consider a crucial piece: health insurance. I'm here, with the esteemed Medicare insurance specialist Lyndia, to unveil the roadmap to securing your health coverage before you blow out the candles on your 65th birthday cake. In our chat, we dissect the nuances of COBRA, retiree plans, the Affordable Care Act marketplace, major medical, and faith-based alternatives, ensuring you have the knowledge to keep health insurance woes from stalling your early retirement fantasies. Navigating the health insurance labyrinth can be as intricate as a game of chess, but with a trusted broker like me from Move Health, you're playing with an advantage. I lay out how broker-assisted health insurance selection can be the king's gambit in your strategy, offering tailored comparisons of carriers and plans—without the sneaky checkmates of hidden fees and conflicts of interest. Discover how income manipulation can be a strategic move for Affordable Care Act plans, and I'll guide you through this complex play to potentially capture significant savings. Capping off, we take a magnifying glass to the American Rescue Act's healthcare tax credits, dissecting how this financial boon can benefit your pre-retirement planning. I walk you through five crucial steps to prepare for the healthcare side of your golden years, emphasizing the importance of a holistic approach to your financial and healthcare blueprint. Stay tuned for our next episode, which promises to dive deeper into conversions and healthcare connections, and remember to keep the conversation going by sending your questions for future episodes. So, grab a pen, jot down some notes, and let's turn your early retirement dreams into a secure and insured reality. Create Your Custom Early Retirement Strategy Here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement. Start Here PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.
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