Kevin Brucher discusses the importance of estate planning and highlights the You Earned It, You Keep It bill, which aims to repeal the federal tax on Social Security benefits.

Cruising Through Retirement with Kevin Brucher

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11M ago 36:34

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In this episode, Kevin Brucher discusses the importance of estate planning and highlights the You Earned It, You Keep It bill, which aims to repeal the federal tax on Social Security benefits. He emphasizes the need to update beneficiary designations and provides insights into managing online accounts. Kevin also stresses the significance of tax planning and the benefits of Roth IRAs and HSAs. He encourages listeners to take advantage of the resources available on his website and to contact their representatives to support the You Earned It, You Keep It bill. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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