What if some of the most effective retirement strategies are the ones investors ignore? In this episode, Mike Douglas discusses five often-overlooked planning moves that can have a meaningful impact on retirement preparation, including consolidating accounts, capturing the full employer match, evaluating Roth conversions, maximizing HSAs, and planning for long-term care. Mike explains why these strategies may not generate headlines but can play an important role in organizing assets, improving tax efficiency, and preparing for future healthcare and retirement income needs.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn