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The Risks Of DIY Tax Planning In Retirement

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Manage episode 415418540 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Tax planning in retirement is crucial and differs from tax planning during working years. Doing it yourself may result in some challenges.

In this episode, Mike discusses the tax rules and regulations retirees face and highlights the importance of aligning tax planning with goals and lifestyle choices.

Visit LifePlanWealth.com to connect with Mike and start building your tax plan today!

See omnystudio.com/listener for privacy information.

  continue reading

72 episodes

Artwork
iconShare
 
Manage episode 415418540 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Tax planning in retirement is crucial and differs from tax planning during working years. Doing it yourself may result in some challenges.

In this episode, Mike discusses the tax rules and regulations retirees face and highlights the importance of aligning tax planning with goals and lifestyle choices.

Visit LifePlanWealth.com to connect with Mike and start building your tax plan today!

See omnystudio.com/listener for privacy information.

  continue reading

72 episodes

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