Retirement Strategies of Michigan

Newsletters

Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Lease Payment

How much would your monthly lease payment be?
Roth IRA Conversion

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