A new bill has resulted in many changes to retirement planning. RMD ages are changing, 529 accounts may not be rolled into Roth IRAs, you may be required to... Read More
Non-deductible IRA contributions are a common option for savers to get more money into retirement accounts. While saving into an IRA is certainly never a bad idea, we find... Read More
If you’re an Iowa employee, you have an excellent pension system available to you. Here's how it works and how to plan for retirement with it. Read More
Utilizing a 529 plan can be greatly beneficial toward anticipating the expenses ahead; however, it is difficult to predict what may be received in grants and scholarships in the... Read More
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
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