retirees Archives - Arnold Mote Wealth Management

QCDs for Cedar Rapids Retirees: Tax-Smart Giving Without the Hassle

If you give to your church, your alma mater, or a local cause every year, there’s a good chance you’re doing it the expensive way. Withdrawing money from your Individual

Iowa Estate Tax: What Retirees and Heirs Need to Know

Few financial topics create more confusion than what happens to your money after you’re gone. “Estate tax,” “inheritance tax,” “probate,” “death tax” get used interchangeably, and the rules have changed