The Critical Few Years Before and Right After Retirement

Kevin focuses on opportunities that exist during the financial red zone years before retirement.  Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63.  He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality.  Kevin defines the financial red zone and the few years before retirement and the first few years of one’s retirement.  He offered a good warning on avoiding sequence of returns risk during that period. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.