Cruising Through Retirement with Kevin BrucherCruising Through Retirement with Kevin Brucher

(Best of) Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning.

View descriptionShare

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.

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Cruising Through Retirement with Kevin Brucher

    231 clip(s)

Cruising Through Retirement with Kevin Brucher

Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50 
Follow podcast
Recent clips
Browse 230 clip(s)