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The Five Ages That Could Make or Break Your Retirement

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Manage episode 494523935 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://podcastplayer.com/legal.

Mariah Carey may not believe in birthdays, but the IRS sure does. In this episode, Mike Douglas breaks down the five key ages that shape your retirement tax strategy—and why ignoring them could cost you. From catch-up contributions at 50 to required distributions at 73, Mike explains how each milestone opens (or closes) a window of opportunity. Whether you're planning withdrawals, considering Roth conversions, or just trying to avoid tax traps, this episode helps you untangle the complex web of retirement tax rules with clarity and confidence.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

140 episodes

Artwork
iconShare
 
Manage episode 494523935 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://podcastplayer.com/legal.

Mariah Carey may not believe in birthdays, but the IRS sure does. In this episode, Mike Douglas breaks down the five key ages that shape your retirement tax strategy—and why ignoring them could cost you. From catch-up contributions at 50 to required distributions at 73, Mike explains how each milestone opens (or closes) a window of opportunity. Whether you're planning withdrawals, considering Roth conversions, or just trying to avoid tax traps, this episode helps you untangle the complex web of retirement tax rules with clarity and confidence.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

140 episodes

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