I Bonds exploded in popularity in 2022. Now, as inflation comes down, many are wondering if they should sell their I bonds. How long should you continue to hold onto
Qualified charitable distributions, or QCDs, are almost always the most tax efficient ways to give to charity. However, they are only available for those of a specific age, and with
Understanding how annuities are taxed, and specifically how they fit into a tax-efficient retirement withdrawal plan, is a common pain point with many people we talk to. The tax rules
IRMAA, or Medicare’s Income-Related Monthly Adjustment Amount is an extra fee that is added to your monthly Medicare premium. What is the calculation for IRMAA surcharge and how can you avoid it?
If you have a small business and are looking to save in a tax advantaged way for retirement, there are a lot of options for retirement plans. The 3 most
Companies offer lump sum payouts for pensions to limit their long term liability. You may also have the ability to cash out your pension if your leave your job. If
A new bill has resulted in many changes to retirement planning. RMD ages are changing, 529 accounts may not be rolled into Roth IRAs, you may be required to save
If you’re an Iowa employee, you have an excellent pension system available to you. Here’s how it works and how to plan for retirement with it.
Life insurance is an important part of any financial plan. But, just because a specific insurance policy was right for you in the past does not mean it still belongs
Just once in your lifetime you are allowed to roll money from your IRA to your HSA, or health savings account. This IRA to HSA rollover is called a “qualified