Cruising Through Retirement with Kevin BrucherCruising Through Retirement with Kevin Brucher
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their i…302 clip(s)
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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.
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