The rules for required distributions from inherited IRAs have changed a lot over the last few years. For a few years there was some grey area in how recent... Read More
Non-deductible IRA contributions are a common option for savers to get more money into retirement accounts. While saving into an IRA is certainly never a bad idea, we find... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
For higher income retirees, Medicare adds a surcharge to your Part B and Part D premiums, called IRMAA, or the Income Related Monthly Adjustment Amount. The extra charge is... Read More
The benefits of dividend investing are frequently hyped across financial media, by bloggers, and even by financial advisors. We get a lot of questions about the best dividend funds... Read More
The SECURE Act of 2020 opened the door for more insurance products to be offered within 401(k) plans. One trend we’ve noticed creeping into our clients’ retirement accounts —including... Read More
Arnold & Mote Wealth Management is now a flat fee financial advisor. Read More
If you have $5 million in total assets and you’re interested in retirement, the good news is that you can sustain a pretty hearty annual income from withdrawals for... Read More
If you have money in the Thrift Savings Plan you receive an document called a Lifetime income illustration each year. This document outlines an estimated annuity payment you may... Read More
Our income tax rules are complex, and one of the key items on your tax return is a set of figures called Adjusted Gross Income, often called AGI, or... Read More
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