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Cruising Through Retirement Kevin Brucher starts by talking about taxes in retirement and suggests there are ways to have a nearly tax free retirement.
Manage episode 377742344 series 2988212
Kevin Brucher starts by talking about taxes in retirement and suggests there are ways to have a nearly tax free retirement. It starts with a plan and then strategy. One option is to consider a partial in-service rollover from your 401(k) plan. Roth conversions are another way to minimize your tax bill later by paying the taxes up front. Index Universal Life Insurance is another strategy. You can build income by using fixed index annuities.
Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
101 episodes
Manage episode 377742344 series 2988212
Kevin Brucher starts by talking about taxes in retirement and suggests there are ways to have a nearly tax free retirement. It starts with a plan and then strategy. One option is to consider a partial in-service rollover from your 401(k) plan. Roth conversions are another way to minimize your tax bill later by paying the taxes up front. Index Universal Life Insurance is another strategy. You can build income by using fixed index annuities.
Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
101 episodes
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