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 with
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 you avoid it?
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 most
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 save
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.
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 “qualified
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, benefits
The IPERS pension system is a great option for many Iowa retirees. But there are some really important things to know about the payout options available for IPERS retirees before
The TIAA traditional annuity is one of the investment options within your qualified retirement account at TIAA. For many employees it was your default investment option, so you may have
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 who