Tag Archive for: Tax planning

The Mandatory Roth Catch-Up

For years, employees aged 50 and older have had the option to make additional “catch-up” contributions on a pre-tax basis, providing a valuable tax deduction in their peak earning years. That changes January 1, 2026.

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Charitable Giving in Michigan

You’ve spent a lifetime building your career and your assets. Now, as you prepare to transition into retirement in the Kalamazoo, Marshall, or Battle Creek areas, you have an incredible opportunity to make a lasting impact.

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Minimizing Retirement Taxes: A Guide for Southwest Michigan Leaders

After a career of building success, the last thing you want is for income taxes to erode your retirement savings. For executives and business leaders in Southwest Michigan, proper tax planning isn’t just an option—it’s a crucial part of a smart retirement strategy.

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Falling into the Social Security Trap

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