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
When should you withdraw money from a Roth account in retirement? Roth IRAs and Roth 401(k)s are excellent long-term retirement accounts. The money in these accounts grows tax-free, and... 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
The recent rise in interest rates has greatly increased the attention that savers are giving to CDs, or certificates of deposit. For many years, CDs offered very low rates... Read More
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