- On-Demand Webinar
How to Prevent Retiree Health Insurance Costs From Skyrocketing Under OBBBA
The One Big Beautiful Bill Act is now law, and this webinar is designed for individuals in Wisconsin nearing retirement who want practical guidance on how the new rules could significantly raise Affordable Care Act health insurance costs.
You will also learn effective ways to manage your income and premiums before Medicare starts.
Featured Speaker
Ty Bernicke, CFP®, President & CEO
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People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
Whether You're Retiring Soon or Planning Ahead, You'll Learn:
- How the new OBBBA rules bring back the ACA “cliff,” which could lead to a significant rise in health insurance costs if your income exceeds certain limits.
- 7 strategies aimed at managing ACA premiums by carefully timing withdrawals from your retirement accounts before Medicare eligibility.
- How thoughtful tax planning using retirement savings like Roth IRAs and non-taxable investments may influence your insurance costs and overall retirement income management.
Who This Webinar Is Designed For:
- Wisconsin pre-retirees who are within five years of retiring before age 65 with at least $1 million in investable assets.
- Those focused on managing health insurance and tax costs who want to learn how different income sources affect ACA premiums and tax credits before Medicare.
- People seeking strategies for a flexible retirement transition who want to discover ways to organize income and investments to maintain flexibility and control before Medicare.
About Ty Bernicke, CFP®, President & CEO
- Forbes Best-In-State Wealth Advisor (2018–2025)
- Featured in Forbes, The Wall Street Journal, and The New York Times
- Under Ty's leadership, Bernicke Wealth Management was named as a Forbes Top RIA Firm in 2023.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work.
See What Our Clients Say
This statement is a testimonial by a client of the financial professional as of 02/21/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Watch the Webinar Now
How to Prevent Retiree Health Insurance Costs From Skyrocketing Under OBBBA
About Us
Bernicke Wealth Management is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.
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The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. You can find more information about this designation at CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Bernicke Wealth Management are unaffiliated entities. Bernicke Wealth Management and Private Client Services do not offer legal or tax advice. Always consult a legal or tax professional regarding your specific situation.
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Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV, WY
