))
Strategizing Your Financial Future: Navigating Roths and Tax Planning for Retirement
Manage episode 407499543 series 3561293
Contenu fourni par Impact Partnership and Mike Douglas. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Impact Partnership and Mike Douglas ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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.
See omnystudio.com/listener for privacy information.
99 episodes
Partager
