Featured Blog
Flat Fee Financial Advisors for Planning and Investment Management
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 financial planning and investment management services. That fee does not change
Medicare IRMAA FAQs – Tax Deductions, Duration, and How to Pay
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3 Things you Didn’t Know About Iowa’s 529 Plan
If you are saving for a child’s college, you are probably already aware of Iowa 529 accounts. These accounts provide tax free growth of your investments and give you a
IPERS vs TIAA – What’s the Best Iowa Retirement Option?
Is IPERS a better option than TIAA for your retirement? There are differences between IPERS and TIAA that will have a significant impact on your retirement. Depending on what choice
Investments and Charity – How to Use Your Retirement Accounts to Donate
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax breaks.
How to Find a Financial Advisor in Cedar Rapids, Iowa
Finding the best financial advisor for you can be a stressful process. Finding someone you know you can trust right off the bat is difficult, and knowing who has your
3 Common Roth Conversion Mistakes
Roth conversions can be a huge benefit for many investors and retirees. In fact, we help many of our clients with them every year. But, it takes proper planning to
Protect Your Retirement From Inflation
Inflation is a retirees worst enemy. Here’s how to allocate your investments to protect yourself from inflation:
Backdoor Roth IRA Contributions – How Anyone Can Contribute Regardless of Income
Backdoor Roth contributions allow anyone, regardless of income, to be able to effectively contribute to a Roth IRA. They can be incredibly valuable for higher earning households who are able
Take Advantage of the Mega Backdoor Roth Conversion
Doing something called a “Mega backdoor Roth conversion” is a great way to get more into your Roth savings. Here’s how to know if you qualify, and the steps to
3 Year End Tax Planning Strategies
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today, before