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.

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