Saturday Nov 15, 2025
11-15-25 - Medicare Questions, ACA Changes, Roth Conversion Pitfalls, and Year-End Planning Insights
In this wide-ranging episode, The Retirement Coaches take listener questions on ACA marketplace coverage, how Medicare compares for adults nearing 65, and what to know about Medicare Advantage options for 2026. Jeff, Erin, and Robert also break down common misconceptions around Roth conversions, including tax-bracket considerations and the impact of the SECURE Act on beneficiaries. The episode wraps with practical guidance on enrollment timelines, evaluating supplemental benefits, and getting organized before year-end.
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