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Taxes in Retirement – Strategies to Potentially Lower Taxes

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Are you giving the government a bigger raise every time your retirement account grows? In this episode of Michigan’s Retirement Coach, Mike Douglas explores why tax planning can be just as important as investment planning in retirement. He breaks down Roth conversions, common tax mistakes retirees make, and lesser-known strategies for managing wealth across multiple generations. The conversation also covers how taxes, estate planning, long-term care considerations, and regular financial reviews can work together as part of a broader retirement strategy.

 

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Michigan's Retirement Coach Podcast With Mike Douglas

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