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Strategizing Your Financial Future: Navigating Roths and Tax Planning for Retirement
Manage episode 407499543 series 3561293
محتوای ارائه شده توسط Impact Partnership and Mike Douglas. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Impact Partnership and Mike Douglas یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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.
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