Health Savings Accounts (HSA) are one of the best types of accounts for retirement. They have more potential tax advantages and flexibility than any other retirement account. For those... Read More
History has shown that stock market declines are a normal part of investing. But how do we know when a stock market decline is more mild and of little... Read More
I bonds have recently been a healthy alternative as a part of the diversification of your retirement portfolio. As the stock market has been very volatile, investors are... Read More
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here’s 3 options that can help you reduce... Read More
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... Read More
For people approaching retirement who have an IPERS retirement benefit, you may be wondering if delaying your pension benefit is a good idea. IPERS is just one piece of... Read More
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... 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
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... 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
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