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
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
In March of 2022, new Iowa tax reform was signed into law that will do away with Iowa’s complex income tax brackets and apply a flat tax. In addition... Read More
If you are age 59 and a half or older, your 401(k) may have an option that allows you to roll money from your 401(k) into an IRA tax... Read More
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