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Content provided by Broadcasting Experts, LLC and Kevin Brucher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Kevin Brucher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning.
Manage episode 432063190 series 2988212
Content provided by Broadcasting Experts, LLC and Kevin Brucher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Kevin Brucher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this conversation, Kevin Brucher and Steve Sedahl discuss 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.
See omnystudio.com/listener for privacy information.
101 episodes
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Manage episode 432063190 series 2988212
Content provided by Broadcasting Experts, LLC and Kevin Brucher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Kevin Brucher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this conversation, Kevin Brucher and Steve Sedahl discuss 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.
See omnystudio.com/listener for privacy information.
101 episodes
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Similar to Cruising Through Retirement with Kevin Brucher
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