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Contenuto fornito da Impact Partnership and Mike Douglas. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Mike Douglas o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Don't Let Retirement Taxes Steal Your Golden Years

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Manage episode 407499536 series 3561293
Contenuto fornito da Impact Partnership and Mike Douglas. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Mike Douglas o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

We’re enjoying the lowest tax rates we may ever see in our lifetimes, mostly due to the Trump Tax Cuts. The bad news is that those cuts expire at the end of next year unless Congress acts. Tax expert Ed Slott says it’s an opportune time to make a Roth conversion, and Michigan’s Retirement Coach, Mike Douglas, agrees.

Many who are approaching retirement are worried about skyrocketing taxes eating away at their hard-earned savings. On this episode, Mike shares how at Life Plan Financial Design, they work to show their clients strategies to reduce those burdens.

Learn why you may want to consider a Roth conversion, why now is the time to proactively manage your retirement taxes, and how to avoid costly surprises due to tax pitfalls.

Start your retirement roadmap today: Visit LifePlanWealth.com and take control of your financial future with a personalized tax strategy.

See omnystudio.com/listener for privacy information.

  continue reading

84 episodi

Artwork
iconCondividi
 
Manage episode 407499536 series 3561293
Contenuto fornito da Impact Partnership and Mike Douglas. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Mike Douglas o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

We’re enjoying the lowest tax rates we may ever see in our lifetimes, mostly due to the Trump Tax Cuts. The bad news is that those cuts expire at the end of next year unless Congress acts. Tax expert Ed Slott says it’s an opportune time to make a Roth conversion, and Michigan’s Retirement Coach, Mike Douglas, agrees.

Many who are approaching retirement are worried about skyrocketing taxes eating away at their hard-earned savings. On this episode, Mike shares how at Life Plan Financial Design, they work to show their clients strategies to reduce those burdens.

Learn why you may want to consider a Roth conversion, why now is the time to proactively manage your retirement taxes, and how to avoid costly surprises due to tax pitfalls.

Start your retirement roadmap today: Visit LifePlanWealth.com and take control of your financial future with a personalized tax strategy.

See omnystudio.com/listener for privacy information.

  continue reading

84 episodi

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