Month: May 2021

insurance planning

Pros and Cons of Financial Calculators.

Estimating your retirement needs with an online calculator can offer an anonymous, low-commitment method to help obtain the basic estimates you need to get started and know how much money you need to retire comfortably.  But not all retirement calculators are created equal.  According to the Employee Benefit Research Institute’s most recent retirement confidence survey, …

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Social Security Changes Iowa

6 Social Security Maximization Strategies

Social Security benefits are the main source of income for many retirees. Deciding when to take these benefits however could severely impact your retirement.  When combined with savings from a 401(k) and IRA account, Social Security benefits could help you retire how you planned. So, if you’re approaching retirement, now is a good time to …

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Iowa retirement taxes

Get the Inside Scoop on Retirement Taxes in Iowa

Let’s talk taxes. Especially in today’s economy, when you start putting money away for retirement, you might be thinking of the tax benefits or consequences you’ll incur.  More than a third of current retirees (35%) did not consider how taxes would affect their retirement income when planning for retirement, according to the Nationwide Retirement Institute’s …

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estate planning

5 Reasons You Should Manage Your Estate Before Retirement

This year, estate and legacy planning will be more important than ever because of changes to inheritance rules and tax laws that went into effect last year and other changes that could be coming. The good news is that many people are not likely to see their income taxes raised for the foreseeable future.  It’s …

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