Kevin Brooker discusses the implications of the Tax Cut and Jobs Act, which is set to remain in effect, and emphasizes the importance of proactive retirement tax planning. He highlights strategies such as Roth conversions and managing different types of accounts to minimize tax liabilities. Kevin explains how income levels can affect Medicare premiums and social security benefits, urging listeners to be aware of potential surcharges and the long-term consequences of early social security claims. He also touches on the importance of understanding Medicare options and planning for healthcare costs in retirement, which can significantly impact financial stability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

<p>Kevin Brooker discusses the implications of the Tax Cut and Jobs Act, which is set to remain in effect, and emphasizes the importance of proactive retirement tax planning. He highlights strategies such as Roth conversions and managing different types of accounts to minimize tax liabilities. Kevin explains how income levels can affect Medicare premiums and social security benefits, urging listeners to be aware of potential surcharges and the long-term consequences of early social security claims. He also touches on the importance of understanding Medicare options and planning for healthcare costs in retirement, which can significantly impact financial stability. Call 800-975-6717. Visit <a href="https://silverleaffinancial.com/">Silver Leaf Financial</a> to learn more.</p>

Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.