When it comes to financial and retirement planning, we find that many people are asking the same questions. Unfortunately, most of these questions cannot be answered with a simple "yes" or "no", and rarely there's a "one-size-fits-all" answer. That's why we have created a library of flowcharts, to help guide you through life's most common questions.

The information is FREE to use. If you need help evaluating your options, please give us a call at 248-731-7729 or schedule a call below.

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Will I have To Pay Tax on The Sale of My Investment?
​Can I Make a Deductible IRA Contribution?
​What Issues Should I Consider Before I Retire?
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?​
Am I Eligible For A Qualified Business Income Deduction (QBI)?
​Can I Delay The RMD From The Traditional IRA I Inherited?
​Will I Be Enrolled Automatically in Medicare?
​Will I Have To Change HealthCare Coverage As I Transition Into Retirement?
Will I Avoid Medicare Enrollment Penalties?

Will I Avoid Social Security's Government Pension Offset?
Will I Avoid The Social Security Windfall Elimination Provision?
Will My Social Security Benefit Be Reduced?
​Am I Eligible For Social Security Benefits As A Spouse?
​Am I Eligible For Social Security Benefits As A Surviving Spouse?
​Am I Eligible For Social Security Benefits As A Divorced Individual?
Can I Make A Mega Backdoor Roth IRA Contribution?
​Can I Make A Deductible Contribution To My HSA?
​Can I Do A Net Unrealized Appreciation (NUA) Distribution?
​Should I Set Up A Traditional 401(k) For My Business?
​What Issues Should I Consider Before Closing An Estate?
​What Issues Should I Consider Before I Update My Estate Plan?
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

Will I Avoid IRMAA Surcharges On Medicare Part B and Part D?
​Can I Do A Qualified Charitable Distribution From An IRA?
​Can I Avoid Taking My RMD After Turning Age 70.5?
Will A Distribution From My Roth IRA Be Tax and Penalty Free?
Will A Distribution From My Traditional IRA Be Penalty Free?
​Will My Roth IRA Conversion Be Penalty Free?
​Can I Make a Backdoor Roth IRA Contribution?
​Can I Contribute To My Roth IRA?
​Should I Rollover My Dormant 401(k)?
​What Issues Should I Consider During My Divorce?
​What Issues Should I Consider If My Parent Passed Away?

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Please keep in mind, (1) we do not prepare income taxes, (2) we are not affiliated with the US Government or Social Security Administration, (3) we do not provide legal advice. All information provided is believed to be accurate, but is not guaranteed and should not be used without consulting with a qualified professional. Please see Disclaimer at the bottom of the page for more information.