Revisiting Taxes

About this episode

Mindy and Nolan discuss strategies to preserve retirement savings from taxes and the potential benefits of Roth conversions.

Mindy and Nolan take a look back at how to preserve your retirement from taxes, and whether using Roth conversion strategies could be right for you to pay taxes at lower rates now instead of waiting and paying potentially higher rates later. The Wealth Michigan Podcast is the podcast version of the weekly radio show 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.

People in this episode

Hosts: Mindy McIntosh, Nolan McIntosh

Topics covered

• retirement planning
• tax strategies
• Roth conversion
• financial advice
• investment management

Keywords

• retirement
• taxes
• Roth conversion
• financial planning
• investment advisory

Mentioned in this episode

Organizations: McIntosh and Associates, AE Wealth Management, LLC

Places: Freeland, Michigan

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