In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.

480-406-3396

Silver Leaf Financial

In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

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.

Cruising Through Retirement with Kevin Brucher

Legacy Planning For Today

Kevin explains how a healthy cash reserve could turn into a retirement plan problem.  He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement.

480-406-3396

Silver Leaf Financial

Kevin explains how a healthy cash reserve could turn into a retirement plan problem.&nbsp; He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

The Cash Comfort Trap

Kevin focuses on opportunities that exist during the financial red zone years before retirement.  Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63.  He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality.  Kevin defines the financial red zone and the few years before retirement and the first few years of one’s retirement.  He offered a good warning on avoiding sequence of returns risk during that period.

480-406-3396

Silver Leaf Financial

Kevin focuses on opportunities that exist during the financial red zone years before retirement. &nbsp;Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63. &nbsp;He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality. &nbsp;Kevin defines the financial red zone and the few years before retirement and the first few years of one&rsquo;s retirement. &nbsp;He offered a good warning on avoiding sequence of returns risk during that period.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

The Critical Few Years Before and Right After Retirement

Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion.  Learn practical tips to maximize your financial security and navigate today's complex financial landscape.

480-406-3396

Silver Leaf Financial

Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion.&nbsp; Learn practical tips to maximize your financial security and navigate today's complex financial landscape.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

Legacy Planning For Today

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Cruising Through Retirement with Kevin Brucher

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