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
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today,... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
Successfully appealing Medicare’s IRMAA surcharge can save a retired couple thousands of dollars in annual Medicare costs. However, there are strict requirements for when you can and cannot appeal... Read More
NUAs, or net unrealized appreciation, is a special tax strategy available for those with company stock in a 401(k) plan. Read More
Utilizing three different account types when saving throughout your working career can reap tremendous tax benefits in retirement. 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
Here's a few scenarios that retirees find themselves in where we see the biggest benefits for Roth conversions: Read More
The federal government allows you to claim dependent children until they are 19. This age limit is extended to 24 if they attend college. Read More
You spent your whole life planning for retirement by saving. Now that you are retired, there is a different type of planning - How to use your assets in... Read More
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