Kevin Brooker discusses the implications of the Tax Cut and Jobs Act, which is set to remain in effect.

About this episode

Kevin Brooker discusses the implications of the Tax Cut and Jobs Act and emphasizes proactive retirement tax planning strategies.

Kevin Brooker discusses the implications of the Tax Cut and Jobs Act, which is set to remain in effect, and emphasizes the importance of proactive retirement tax planning. He highlights strategies such as Roth conversions and managing different types of accounts to minimize tax liabilities. Kevin explains how income levels can affect Medicare premiums and social security benefits, urging listeners to be aware of potential surcharges and the long-term consequences of early social security claims. He also touches on the importance of understanding Medicare options and planning for healthcare costs in retirement, which can significantly impact financial stability. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.

People in this episode

Guest: Kevin Brooker

Topics covered

• Tax Cut and Jobs Act
• retirement tax planning
• Roth conversions
• Medicare premiums
• social security benefits
• healthcare costs

Keywords

• tax liabilities
• income levels
• Medicare options
• financial stability

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