In this video, Certified Financial Planner® Leah Woodly, CFP® explains how Roth IRA withdrawals can help you keep your Modified Adjusted Gross Income (MAGI) low enough to qualify for valuable health insurance subsidies.
You’ll learn:
- How the Marketplace (ACA) calculates income for subsidies
- Why Roth IRA withdrawals don’t count toward MAGI
- How to combine Roth and traditional withdrawals to stay within income limits
- A simple example showing how this strategy can save you thousands
If you’re planning for early retirement or managing income before Medicare age, this is a must-watch.
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