Tax Prep vs. Tax Planning: Why It Matters More Than Ever

29/07/2025 11 min
Tax Prep vs. Tax Planning: Why It Matters More Than Ever

Listen "Tax Prep vs. Tax Planning: Why It Matters More Than Ever"

Episode Synopsis

Think doing your own taxes in retirement is no big deal? It could be a six-figure mistake. In this episode, Mike Douglas breaks down the difference between tax prep and tax planning—and why the latter is critical as you shift from saving to spending. From Roth conversions to RMDs and business write-offs, Mike shares real-life strategies that can help reduce your lifetime tax bill and protect your nest egg. If you’re entering retirement, this is the tax talk you didn’t know you needed.   Schedule your complimentary appointment today: MichigansRetirementCoach.com   Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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