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Konten disediakan oleh Broadcasting Experts, LLC and Kevin Brucher. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Broadcasting Experts, LLC and Kevin Brucher atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning.

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Manage episode 432063190 series 2988212
Konten disediakan oleh Broadcasting Experts, LLC and Kevin Brucher. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Broadcasting Experts, LLC and Kevin Brucher atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

101 episode

Artwork
iconBagikan
 
Manage episode 432063190 series 2988212
Konten disediakan oleh Broadcasting Experts, LLC and Kevin Brucher. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Broadcasting Experts, LLC and Kevin Brucher atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

101 episode

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