Health insurance can be one of the largest expenses that many retirees have prior to Medicare. This checklist is designed to help pre-retirees avoid unnecessary health care costs following retirement.
Estimate your Modified Adjusted Gross Income (MAGI) considering various income streams and retirement assets.
Determine if you’ll qualify for premium tax credits based on your income needs and estimated MAGI.
Strategize how to structure assets to balance retirement income with manageable ACA or MNsure costs.
