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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December 1, 2021 Things you can do for your future as the year unfolds. Read more »
Charitable Giving Financial Planning Health Savings Account HSA Life Changes Marital Status Philanthropy Required Minimum Distributions Retirement Savings RMD Savings To Do List |
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November 1, 2021 Here are some things you might consider before saying goodbye to 2021. Read more »
Charitable Giving Financial Planning Itemized Deductions Job Change Life Changes Marital Status Money Moves Philanthropy Retirement Tax Withholding Taxes To Do List |
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March 25, 2021 A choice for IRA owners who want to reduce taxes linked to IRA distributions.
Do you have an IRA? As you enter your 70s, you may start to look at that IRA not only as an asset, but also as a problem. By law, you must take required minimum distributions (RMDs) from a Traditional IRA once you reach age 72; there are very few exceptions to this. Read more » #IRA #RMD IRA Philanthropy QCD Qualified Charitable Distributions Required Minimum Distribution RMD |