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APTC & Healthshare [EP. 22]
05/07/21 • 45 min
Steve Marsh, a medical insurance professional, joins us to discuss Advanced Premium Tax Credits. The team talks about what it takes for you to qualify. Make too much money? There are ways to reduce your income by putting some of that money into qualified accounts. Don't be afraid to get help from an insurance expert if you need the extra help!
Jeremiah Bates, Financial Advisor
Nic Daniels, Financial Advisor
Steve Marsh, Medical Insurance
Steve Marsh, a medical insurance professional, joins us to discuss Advanced Premium Tax Credits. The team talks about what it takes for you to qualify. Make too much money? There are ways to reduce your income by putting some of that money into qualified accounts. Don't be afraid to get help from an insurance expert if you need the extra help!
Jeremiah Bates, Financial Advisor
Nic Daniels, Financial Advisor
Steve Marsh, Medical Insurance
Previous Episode
Secure Act 2.0 [EP. 21]
There are upcoming changes to the previous Secure Act that was passed under the Trump administration. These new rules will change the age at which you take your RMDs and change contribution limits, just to name a couple. Will the new bill help more Americans save for their retirements?
Nic Daniels, Financial Advisor
Next Episode
5/9/2021 - The Value of a Mother
Happy Mother's Day to all of the moms in our lives! Brian talks about the benefits that a stay-at-home parent can bring for their children. If you or your spouse stay at home, how much should you insure yourselves for? Your value goes beyond just a dollar amount! Plus, Brian explains the differences between different IRAs and the importance of having more than one.
Brian Wiley, Financial Advisor
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