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Strategizing Your Financial Future: Navigating Roths and Tax Planning for Retirement
Manage episode 407499543 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.
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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