Telemus Blog | Featured Articles

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

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

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Written by
Kiplinger

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

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Written by
Barron's

Tax-Smart Charitable Giving

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Written by
The Jewish News

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

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Written by
MarketWatch

10 Moves to Make Sure You Have Enough Money in Retirement

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Written by
Kiplinger

These Are the Best Bottles We Drank in 2019

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Written by
Bon Appetit

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

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Written by
Forbes

How Roth IRA Conversions Can Limit the Tax Hit From RMDs

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Written by
Barron's

10 Ways the SECURE Act Will Impact Your Retirement Savings

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Written by
Kiplinger

Retirement 2020: What to Watch for in the New Year

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Written by
Barron's

How to Stick with Your Financial New Year's Resolutions

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Written by
Forbes

How to Get Disney+, Apple TV+, Amazon Prime Video or Netflix for 'Free' - and What to Know Before You Sign Up

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MarketWatch

New Tech Ideas for Aging Well

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Written by
Kiplinger

How to Avoid Becoming a Victim of a Holiday Scam

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Written by
CNBC

6 Things a Financial Planner Can Do So You Don't Have To

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Written by
Business Insider

3 Reasons NOT To Do Your Holiday Shopping On Your Smartphone

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MarketWatch

4 Ways to Manage Your Required Minimum Distributions When You Don't Need the Money

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Written by
Barron's

A Man Who Left Work 10 Years Ago Says a Single Meeting With a Financial Planner Made Retirement 'So Much Better'

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Written by
Business Insider

Don't Outlive Your Money During Retirement

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Written by
Forbes

IRS Releases Final Anti-Clawback Regulations

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Written by
Wealthmanagement.com

What is Your Capital Gains Tax Rate? Good Question - It Can Get Confusing

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Written by
MarketWatch

Retirement Can Be a Tough Psychological Adjustment. Here Are Some Ways to Adapt.

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Written by
Barron's

Your Financial Planning Calendar for 2020

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Written by
Kiplinger

All the Tax-Friendly Ways Retirees Can Donate to Charity

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Written by
MarketWatch

12 Things to Be Thankful for in 2019

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Written by
Kiplinger

Can I Collect Social Security as a Divorced Spouse and Wait to Claim My Own Retirement Benefit?

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Written by
AARP

Twenty Charitable Planning Questions for the Holidays

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Written by
Wealthmanagement.com

How, and Why, to Build a Social Security 'Bridge' With Your 401(k)

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Written by
Barron's

Hoping to Save on Your 2019 Taxes? Time is Running Out

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Written by
CNBC

Comparing the College Scorecard and PayScale's College Salary Report: Four Key Differences

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Written by
Forbes

How to Take the Stress Out of Required Minimum Distributions

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Written by
Forbes

Your Estate Plan May Need Updating to Reflect New Tax Rules

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Written by
MarketWatch

What Happens to My Bitcoin When I Die? Simplifying Estate Planning of Digital Assets

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Written by
Forbes

The Case of the Botched $276,000 IRA Transfer

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Written by
Forbes

How To Figure Out When To Claim Social Security

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Written by
MarketWatch

Growth vs. Value: Shifting Tides

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Written by
Matt Dmytryszyn

4 Ways to Make Managing Your Finances Less Scary

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Written by
MarketWatch

This Is The Biggest Retirement Mistake Americans Are Afraid Of

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Written by
Forbes

Caught in the middle: Generation X needs to focus on retirement, but isn't

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Written by
MarketWatch

How to Downsize Your RMDs

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Written by
Kiplinger

The 'Secret Sauce' of Thriving 100-Year Families

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Written by
Wealthmanagement.com

Why You Should Have an Estate Plan

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Written by
Kiplinger

9 Super Successful Entrepreneurs on the Money Rules They Live By

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Written by
Inc.

Living A Life Worthy Of A Legacy At Any Age

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Written by
Forbes

How to make the most of your HSA - for now, and the future

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Written by
MarketWatch

Navigate 2020 Medicare Changes During Open Enrollment

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Written by
Kiplinger

How To Avoid Taxes When Giving Big-Dollar Gifts

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Written by
Forbes

The Ins and Outs of Tax-Loss Harvesting

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Written by
Forbes

6 Key Life Lessons I've Learned While Traveling

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Written by
Travel Awaits

Saved Enough for Retirement? Well, That Depends

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Written by
Kiplinger

Five Steps on the Road to Retirement

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Written by
Forbes

These Basic Life-Planning Tools Can Ease Your Money and Retirement Worries

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MarketWatch

5 Mistakes Parents Make When Giving Kids an Allowance

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MarketWatch

Charles Schwab on the Lessons He's Learned Over a Lifetime of Investing

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Written by
Fortune

How To Accessorize Your Bank Account

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Written by
Forbes

Battle the Credit Bureaus...and Win

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Written by
Kiplinger

The Repo Market's a Mess. (What's the Repo Market?)

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Written by
Bloomberg

What Should You Do With Unneeded RMDs?

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Written by
Forbes

Here's how the Fed rate cut affects you

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Written by
CNBC

Five Reasons to Hold Vacation Homes in an LLC

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Written by
Wealthmanagement.com

Are you Really Ready to Retire? 8 Steps to a Happy Retirement

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Written by
Kiplinger

Market Review & Commentary: December 2018

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Written by
Diana Joseph