April is Financial Literacy Month
- 04/01/23
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren...
[+] Full Article 2023 Changes to Iowa's Retirement Taxes - 03/01/23
In March of 2022 Iowa Governor Kim Reynolds signed a historic Iowa tax reform bill. One of the biggest changes from the bill is that starting in 2023, Iowans aged 55 or older are exempt from paying state taxes on retirement income...
[+] Full Article
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren...
[+] Full Article 2023 Changes to Iowa's Retirement Taxes - 03/01/23
In March of 2022 Iowa Governor Kim Reynolds signed a historic Iowa tax reform bill. One of the biggest changes from the bill is that starting in 2023, Iowans aged 55 or older are exempt from paying state taxes on retirement income...
[+] Full Article
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November 6, 2020 On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3% cost-of-living adjustment (COLA) for 2021. Read more »
COLA Cost of Living Adjustment social security Social Security COLA |
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November 1, 2020 What you need to know to get ready for the end of the year.
With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations. Read more »
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September 1, 2020 How much to you know about the different coverage options?
Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan. Read more » |
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August 1, 2020 The I. R. S. Has Enhanced the 2020 RMD Waivers. People with IRAs and 401 (k) plans have the option to skip required minimum distributions (RMDs). Read more »
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