For most retirees, you won’t need to pay estimated income taxes. That’s one less thing to do each quarter! However, there are a few circumstances when paying estimated taxes... Read More
A QLAC, or a Qualified Longevity Annuity Contract, is a unique type of deferred income annuity that is popular for those looking to reduce their RMDs early on in... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
If you have appreciated investments in a brokerage account, whether it be mutual funds, ETFs, or a concentrated individual stock position, you should know about an opportunity that exists... Read More
Understanding the type of income that counts towards the IRMAA calculation is important, because avoiding IRMAA can save you hundreds of dollars per month on each spouse’s monthly Medicare... Read More
Investing in municipal bonds is a topic we get asked about frequently. It is a topic that seems straightforward, but actually has some complicated features and calculations that we... Read More
Inheriting an annuity can be a great windfall, but can also raise unexpected tax liabilities and administrative burdens to deal with. In this post we cover a few basics... Read More
Donor Advised Funds are a simple, tax advantaged way to give to charity and get a tax deduction for giving money to charity. Here are a few important features... Read More
A 457 retirement plan may be available to you if you work for a state or local government, or a non profit organization. You may have been notified if... Read More
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