Law Changes

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Will My Michigan Pension be Taxed?

By Melissa Joy, CFP®, CDFA® / October 22, 2019

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees […]

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Anticipating the SECURE Act: What Should You Know?

By Melissa Joy, CFP®, CDFA® / July 22, 2019

Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry […]

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