Retirement Strategies of Michigan

Newsletters

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
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.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion

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