10 Things Every Worker Needs to Know About the New W-4 Form for 2020

  To avoid this problem going forward, the IRS overhauled the process for determining how much federal income tax an employer...
Written by
Kiplinger

New Rules for Stretch IRAs and RMDs Have Raised Many Questions. Barron's Found Answers.

  Two changes that created particular confusion revolve around the age when required minimum distributions must be taken from...
Written by
Barron's

Tax-Smart Charitable Giving

  Michigan Hillel teamed up with Telemus for a crash course on year-end tax planning and charitable giving. There’s a reason they...
Written by
The Jewish News

These Important Tax Changes in the Secure Act Have Nothing To Do With Retirement

  The new law is mainly intended to expand opportunities for individuals to increase their retirement savings. On Dec. 20,...
Written by
MarketWatch

10 Moves to Make Sure You Have Enough Money in Retirement

  We’ll walk you through the steps to come up with a realistic estimate of how much money you’ll need to retire in style. As you...
Written by
Kiplinger

These Are the Best Bottles We Drank in 2019

  Sake? Beer? Wine? Vermouth? Yup, we drank it all. We drank a lot of phenomenal things in 2019.
Written by
Bon Appetit

7 Rules for Wealth #6: Self-Employment Tax Schemes

  What follows is a short guidebook to tax rules for self-employed workers and moonlighters, with a particular emphasis on ways...
Written by
Forbes

How Roth IRA Conversions Can Limit the Tax Hit From RMDs

  Having a lot of money in a 401(k) or traditional individual retirement account often creates tax headaches in retirement. I’ve...
Written by
Barron's

10 Ways the SECURE Act Will Impact Your Retirement Savings

  This new law does several things that will affect your ability to save money for retirement and influence how you use the funds...
Written by
Kiplinger

Retirement 2020: What to Watch for in the New Year

  The Setting Every Community Up for Retirement Enhancement, or Secure Act—signed by President Trump on Dec. 20—brings the most...
Written by
Barron's

Tools & Resources

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White Paper

7 Considerations When Presented an Employee Buyout

Alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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Tools

Long Term Care Calculator

How much will your long term care be?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan

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Free Resource

Here Are Five Things to Know About Cash Balance Plans

A Cash Balance Plan can help get you on the fast-track to a comfortable retirement

Learn More