As of tax year 2026, Iowa has simplified its income tax system, creating clarity for both working adults and retirees. Here’s what’s new and what it means for your... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
Once you enroll in Medicare, you can no longer contribute to your Health Savings Account anymore but you can still use it tax-free for the rest of your life.... Read More
Iowa’s tax landscape has undergone significant changes, creating a more favorable environment for Iowa residents, particularly those entering or already enjoying retirement. Navigating Iowa’s New Tax Landscape With recent... Read More
For investors in Cedar Rapids, building long-term wealth is more than just picking up the right stocks or mutual funds; it’s about making smart financial planning decisions that protect... Read More
Introduction: Why Your Advisor’s Fee Structure Matters for Your Future Understanding how your financial advisor is paid is one of the most important factors as you search for the... Read More
One of the key items on your tax return is a set of figures called Adjusted Gross Income, often called AGI, or Modified AGI, often called MAGI. These numbers... Read More
Does it make sense to fully convert your traditional IRA to a Roth? The root of this question is about future taxes you expect to pay. Read More
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... Read More
You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
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