Tag Archive for: Tax Rules

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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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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