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
For most retirees, you won’t need to pay estimated income taxes. That’s one less thing to do each quarter! However, there are a few circumstances when paying estimated taxes... Read More
You may already know that donating through a Donor-Advised Fund (DAF) is an excellent way to help charities and possibly save on your own taxes, but there are a... Read More
A QLAC, or a Qualified Longevity Annuity Contract, is a unique type of deferred income annuity that is popular for those looking to reduce their RMDs early on in... Read More
If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending... Read More
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
Knowing that you have a sustainable withdrawal rate from your retirement portfolio can take a lot of stress out of retirement. But how do you know what a safe... Read More
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