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Strategizing Your Financial Future: Navigating Roths and Tax Planning for Retirement
Manage episode 407499543 series 3561293
Contenido proporcionado por Impact Partnership and Mike Douglas. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Partnership and Mike Douglas o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
For many Americans taxes will be the greatest expense in retirement. Whether you're approaching or already retired, Certified Financial Planner Mike Douglas shares ideas on seizing Roth conversion opportunities and insight on tax planning for retirement, emphasizing the profound impact it could have on your income in the years ahead.
Without diving into politics, we discuss the increasing national debt, global conflicts, and their potential impact on your savings. Mike sheds light on historical tax trends, drawing attention to the importance of planning ahead, especially considering the looming changes that will likely come when the Tax Cuts and Jobs Act (aka – the Trump Tax Cuts) expires in 2026.
The future is uncertain, but with strategic planning, you can navigate it with added confidence! Visit LifePlanWealth.com to start the conversation with Mike and his team.
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