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.