What if you could save over $12,000 a year on healthcare—just by choosing the right account to withdraw from to fund your retirement? In this episode, I (early retiree and tax-planning nerd) break down the smartest way to structure your income before age 65 to maximize your ACA subsidy. You’ll learn why your taxable brokerage account might be your biggest retirement superpower, how MAGI works, and how to avoid the dreaded “coverage gap” in non-Medicaid expansion states. Perfect for anyone eyeing early retirement with a sharp eye on healthcare costs.
🔔 If you found this episode helpful, please follow or subscribe & leave a review, or support me with a cup of coffee here.
🎥 When you’re not on the go, check out my Early Retirement Roadmap YouTube channel for more insights and inspiration.
🌐 Visit mikeupland.com – Connect with me & explore retirement resources including all my videos and blog articles.
No comments yet. Be the first to say something!