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
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
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
When should you withdrawal money from a Roth account in retirement? Roth IRAs or Roth 401(k)s are great long term retirement accounts to have. The money in these accounts... Read More
The current stock market concentration has been the subject of much recent press, analysis, and commentary. Companies known as the “Magnificent 7” have become so large that they now... Read More
There is no specific timeframe where you need to update your estate documents. Many times, you can go many years without needing to update your wills, trusts, or power... Read More
How does the state of Iowa protect you if your annuity or life insurance company fails? If you are a resident of the state of Iowa and purchased an... Read More
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