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>

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.