Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement. One of the biggest changes was the changes to the age in which you must start your Required Minimum Distributions (RMD).
[+] Full Article New Retirement Contribution Limits for 2023 - 12/01/22
The Internal Revenue Service (IRS) has released new contribution limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.
[+] Full Article
My Technology Toolbox
Below are various technology tools available to help you navigate and track your unique financial picture.
Investment Account Access
We offer multiple solutions for your investment needs. Here are links to our most frequently used custodians and insurance carriers.
TD Ameritrade - AdvisorClient Website
NFS / FCCS (National Financial Services / Fidelity Clearing & Custody Solutions) - Wealthscape
Iowa Advisor 529 College Savings Plan
Voya Institutional Trust Company
Great American Insurance Company
American Equity Insurance Company
If you don't see your investment or insurance policy sponsor on the above list, please contact our office and we can provide you with the log-in and registration information.
Other Technology Tools
In addition to your online account access above, we offer a variety of financial planning and record-keeping tools.
CLIC Client (e-money Advisor) - Your Personal Financial Website
CIR Statements (investment account aggregation software)
Riskalyze - Risk Tolerance Tool for our Fearless Investors