421 | Secure Act 2.0 Deep Dive | Sean Mullaney
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ACA Premium Credits - Is That the Sweet Spot?
If you only have Roth accounts, there's a high likelihood you won't be able to have a high enough taxable income to essentially avoid Medicaid. With traditional accounts, every dollar you pull out goes on your tax return as taxable income. So again, flexibility is the name of the game. We're seeing nothing in secure 2.0 that doesn't suggest being flexible is very important to having a successful early retirement from a tax perspective.
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