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
When a loved one passes away and leaves behind property, you may be required to pay Iowa inheritance taxes. How much, or whether you pay any inheritance taxes at... Read More
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... Read More
Understanding how annuities are taxed, and specifically how they fit into a tax-efficient retirement withdrawal plan, is a common pain point with many people we talk to. The tax... 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
Non-deductible IRA contributions are a common option for savers to get more money into retirement accounts. While saving into an IRA is certainly never a bad idea, we find... 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
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