Mark Thompson John Broman, CFP®

Mark Thompson
John Broman, CFP®

Maple Park Office Plaza
100 Maple Park Blvd, Suite 120 Saint Clair Shores, MI 48081

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Two Tax-Friendly Retirement Plans for the Self-Employed

Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
It’s Complicated: Inheriting IRAs and Retirement Plans

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

This article covers the contribution and catch-up limits for workplace retirement plans, including the less-common opportunity to make larger after-tax contributions.
Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?