Platinum Planning, LLC Your Retirement Planning and College Funding Solutions Partner

Concerned about protecting your retirement?
Ask about our Free Take Control of Your Retirement Planning Seminar
Is Your Child Heading to College Soon?
Ask about our Free College Planning Night for Parents Seminar
No time for seminars?
Schedule Your Complimentary
Private Planning Consultation
Welcome to our Web site,
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal retirement and college planning and funding needs. Most important, we hope you see the value of working with skilled professionals to pursue your retirement and college planning and funding goals.
We are here to help educate you about the basic concepts of retirement and college funding management. We want to help you learn more about who we are and to give you fast, easy access to college data. We hope you take advantage of these resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal college planning and funding.
For more information on our workshops or to schedule your complimentary consultation, contact directly at (734) 927-3940 or email info@platinumplanningllc.com .
We look forward to meeting you soon!
Newsletters
-
Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
-
Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
-
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
-
Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.