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
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... Read More
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... Read More
Having extra cash feels like a good problem to have. While the safety and security of cash is great in the short term, cash is not a very good... Read More
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