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Health Insurance Pre-65 Strategy

  • Feb 24
  • 1 min read
Health insurance is one of the biggest obstacles to early retirement for people who are not yet 65. Craig explains how the healthcare exchange actually works, why taxable income and spending can be two very different numbers, and how accelerating income into your final working year can sometimes lower your taxable income enough in the pre-Medicare years to qualify for significant premium tax credits. It does not work for everyone but it is worth running the calculation before assuming it does not.

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