Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions for estate planning, including the ability to pass on tax-free wealth to beneficiaries and the avoidance of required minimum distributions (RMDs) for the original owner. The conversation also touches on the importance of estate planning documents and the role of life insurance in offsetting tax liabilities. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

Redefining Retirement: A New Perspective
33:59

What's new in retirement for 2026? It's a whole new ball game. Kevin Brucher breaks it down.
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Kevin Brucher discusses the habits and strategies that wealthy individuals use to glide into retirement with confidence.
34:53