Retirement Strategies of Michigan

Newsletters

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Credit Card Debt

How Long Will It Take to Pay my Balance?