We are excited to announce that Arnold & Mote Wealth Management is now a flat-fee financial advisor. Our clients have one flat fee, billed monthly or quarterly, for both financial
Calculating the MAGI to be eligible for Roth contributions is one of the most common misunderstandings we see when tax planning with our clients. One confusing part of our tax
One of the most significant changes to 2025 is a new, extra catch-up contribution amount available for those between ages 60 and 63 in their 401(k), 403(b), or other employer
Rules for required distributions from inherited IRAs have changed significantly in recent years. For several years, there was uncertainty regarding how recent tax laws, such as the SECURE Act, applied
When a loved one passes away and leaves behind property, you may be required to pay Iowa inheritance taxes. How much, or whether you pay any inheritance taxes at all,
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 that
Understanding the type of income that counts towards the IRMAA calculation is important because avoiding IRMAA can save you hundreds of dollars per month on each spouse’s monthly Medicare bill.
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 and
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 those
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 many