Retirement Income Faces Tax Challenges - April 13, 2025 episode artwork

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.

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.

NOW PLAYING

Retirement Income Faces Tax Challenges - April 13, 2025

0:00 42:04

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Wealth Michigan with the McIntoshs'?

This episode is 42 minutes long.

When was this Wealth Michigan with the McIntoshs' episode published?

This episode was published on April 13, 2025.

What is this episode about?

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 -...

Can I download this Wealth Michigan with the McIntoshs' episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!