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... Read More
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... Read More
An Iowa 529 college savings account is usually the best way to save for future education expenses for you, a child, or a grandchild. Iowa offers 2 different 529... Read More
Although many of the complicated strategies around Social Security regarding spousal benefits have been eliminated, there are still options to consider regarding when to begin your, or your spousal,... Read More
As investors seek inflation protected investments for their savings, they are usually led to one of two options – Treasury inflation protected securities, also known as TIPS, or I... Read More
An Iowa 529 is one of the most popular and tax-efficient ways that grandparents can set money aside for future college expenses for their grandchildren. 529s will continue to... Read More
Choosing the right investment option in your Iowa 529 is one of the most important factors for the long term growth of your savings. Saving in an Iowa 529... Read More
Although often overshadowed by the higher federal tax rates, state income taxes can take a large bite out of earnings. Thankfully, there are a few options to reduce your... Read More
The IPERS pension system is a great option for many Iowa retirees. But there are some really important things to know about the payout options available for IPERS retirees... Read More
The last few weeks we have seen major headlines on student loans and the Inflation Reduction Act. We wanted to provide a short summary of these two items to... Read More
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