The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies

On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan.  Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs.

 

Here’s some of what we discuss in this episode:

• Background on a real-life scenario with a family we met a few years ago.
• What we learned about the challenges to their retirement, including healthcare.
• The different healthcare decisions to choose from and the costs most aren’t prepared for.
• Places you can trip up with healthcare.
• How we approach the distribution planning.

 

Have questions?

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