In this episode of the One of a Kind Financial Show, Mike Milligan discusses significant tax changes coming in 2026, particularly affecting high earners over 50. The conversation covers the implications of the Secure 2.0 Act, IRS grace periods for Roth contributions, and the importance of coordinating financial strategies. Mike emphasizes the need for clear communication with clients regarding these changes and the necessity of building a comprehensive financial plan. The episode also touches on updates to Social Security, charitable deductions, and creative financial strategies, all while using Halloween-themed analogies to make the information engaging and relatable.

 

Reach out to Mike and the team at 757.568.7722 or https://www.ideasbymike.com/

 

In this episode of the One of a Kind Financial Show, Mike Milligan discusses significant tax changes coming in 2026, particularly affecting high earners over 50. The conversation covers the implications of the Secure 2.0 Act, IRS grace periods for Roth contributions, and the importance of coordinating financial strategies. Mike emphasizes the need for clear communication with clients regarding these changes and the necessity of building a comprehensive financial plan. The episode also touches on updates to Social Security, charitable deductions, and creative financial strategies, all while using Halloween-themed analogies to make the information engaging and relatable.
&nbsp;
Reach out to Mike and the team at 757.568.7722 or <a href="https://www.ideasbymike.com/">https://www.ideasbymike.com/</a>
&nbsp;

Welcome to The One of a Kind Financial Show, where host Mike Milligan breaks down financial planning in a way that's refreshingly unique and relatable. With a mix of straightforward advice, expert insights, and a touch of humor, Mike shares strategies to help listeners achieve financial independence and peace of mind. From retirement planning and tax-saving tips to legacy planning and beyond, every episode is packed with actionable advice designed for real people with real goals. Tune in to discover financial strategies that truly set you apart—because your future should be as unique as you are. Visit ideasbymike.com to learn more and start your financial journey today!

Mike Milligan is an investment advisor representative of Advisory Alpha, LLC, a SEC registered investment advisor. All opinions expressed by Mike Milligan is solely his/her own opinions and do not reflect the opinions of Advisory Alpha. These recordings are for informational purposes only and should not be relied upon for investment decisions.

Welcome to The One of a Kind Financial Show, where host Mike Milligan breaks down financial planning in a way that's refreshingly unique and relatable. With a mix of straightforward advice, expert insights, and a touch of humor, Mike shares strategies to help listeners achieve financial independence and peace of mind. From retirement planning and tax-saving tips to legacy planning and beyond, every episode is packed with actionable advice designed for real people with real goals. Tune in to discover financial strategies that truly set you apart&mdash;because your future should be as unique as you are. Visit <a href="https://ideasbymike.com/">ideasbymike.com</a> to learn more and start your financial journey today!
Mike Milligan is an investment advisor representative of Advisory Alpha, LLC, a SEC registered investment advisor. All opinions expressed by Mike Milligan is solely&nbsp;his/her&nbsp;own opinions&nbsp;and do not reflect the opinions&nbsp;of Advisory Alpha. These recordings are for informational purposes only and should not be relied upon for investment decisions.

Advertisement