social security – NRI Path

Personal Financial Strategy for NRIs in the USA!

Medicare and Healthcare Planning: Securing Your Safety Net

Posted on October 10, 2025

Healthcare planning is a critical pillar of retirement strategy. At age 65, Medicare becomes the primary coverage option for most retirees. Understanding how it works, when to enroll, and how to coordinate it with your broader financial plan—including Social Security, Roth conversions, and withdrawal sequencing—can help you avoid costly missteps and protect long-term financial stability. […]

Social Security Timing & Optimization

Posted on October 10, 2025

Social Security is a foundational piece of retirement income planning. When you claim it—whether early, on time, or later—can significantly impact your lifetime benefits, tax exposure, Medicare premiums, spousal benefits, and how well it integrates with Roth conversions and your retirement income ladder. For globally minded professionals, especially those with ties to India, timing decisions […]