What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired: 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
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax... 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
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
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
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