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Tax Loss Harvesting is one way that you can take advantage of stock market declines to strategically give you a tax deduction. But, it should not be done... Read More
Iowa municipal bonds can save Iowans a lot of money. But, many investors are not investing in the right municipal bonds or funds to maximize their potential tax savings.... Read More
In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity... Read More
Planning for your retirement saving strategy is a comprehensive task. With so many channels to choose from and varying rules like contribution limits, income thresholds, and tax liabilities, it... 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
In 2018, Iowa’s Governor signed sweeping changes to the state’s tax code into law. In general, Iowa’s new tax law aims to lower personal income tax rates, while aligning... Read More
Although often overshadowed by the higher federal tax rates, state income taxes can take a large bite out of earnings. Thankfully, there are a few options to reduce your... Read More
Once you are a parent, you never stop being a parent. You stayed up with your kids when they had the flu, helped them study for the ACT, cheered... Read More
If you’ve filed your taxes, congratulations and job well done! (If you filed for an extension, see the important note below.) Now that you’ve filed, what should you do... Read More
A new tax season is almost upon us. This small three letter word, tax, causes heightened anxiety for many working Americans. Our tax system is complicated with many laws,... Read More
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.
