If you are in position to retire with $2 million or more, you have done an excellent job saving for retirement. And now, once you retire you will deal... Read More
You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
Choosing between Medicare Advantage and Medigap insurance is a big decision that every retiree has to make. If you are near age 65, you have likely been bombarded with... Read More
One big change from Secure Act 2.0 was the allowance of unused funds to be rolled from a 529 account to a Roth IRA beginning in 2024. There’s a... Read More
A 457 retirement plan may be available to you if you work for a state or local government, or a non profit organization. You may have been notified if... Read More
Qualified charitable distributions, or QCDs, are almost always the most tax efficient ways to give to charity. However, they are only available for those of a specific age, and... Read More
IRMAA, or Medicare's Income-Related Monthly Adjustment Amount is an extra fee that is added to your monthly Medicare premium. What is the calculation for IRMAA surcharge and how can... Read More
If you have a small business and are looking to save in a tax advantaged way for retirement, there are a lot of options for retirement plans. The 3... Read More
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
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
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.
