EPISODE · Apr 13, 2025 · 42 MIN
Retirement Income Faces Tax Challenges - April 13, 2025
from Wealth Michigan with the McIntoshs' · host Mindy and Nolan McIntosh
Many people think they will pay less in taxes once they stop working, but that may not always be the case. Mindy and Nolan take a look at the structure of taxes as they involve retirement accounts, and why tax planning - including Roth conversions - may help to lower the amount you need to pay.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
What this episode covers
Many people think they will pay less in taxes once they stop working, but that may not always be the case. Mindy and Nolan take a look at the structure of taxes as they involve retirement accounts, and why tax planning - including Roth conversions - may help to lower the amount you need to pay.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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Retirement Income Faces Tax Challenges - April 13, 2025
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