Iowa retirement taxes

Iowa Fiduciary

National Financial Planning Month with Johnson Wealth and Income Management

October is National Financial Planning Month and what better way to get started than with Johnson Wealth and Income Management. With the holidays right around the corner, National Financial Planning Month is a great time to plan ahead and take advantage of your financial health. If your retirement is just years away, now is the …

National Financial Planning Month with Johnson Wealth and Income Management Read More »

medicare enrollment

Navigating the Basics of Medicare in Retirement

If you’re approaching retirement, you may have questions about how this will affect your Medicare coverage. The new Inflation Reduction Act will bring some major changes to Medicare. Here’s what you should know. People are living longer and retiring earlier. How do you account for health care costs in your retirement planning? If you’re like …

Navigating the Basics of Medicare in Retirement Read More »

Iowa retirement planning

Retiring in Iowa? Read This First!

People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees.  America’s Heartland has not been getting enough …

Retiring in Iowa? Read This First! Read More »

Mother's financial planning Iowa

This Mother’s Day, Give the Gift of Retirement Security

While we’re sure mom LOVES flowers and chocolates on Mother’s Day, the unconventional gift of a retirement plan could be the gift she’s always wanted – and needed. Our mothers do so much for us without us even knowing. American moms oversee housework, child care, elder care, cooking, problem solving, scheduling appointments, and anything else …

This Mother’s Day, Give the Gift of Retirement Security Read More »

retirement planning iowa

Retirement Taxes You Need to Know in 2022

Less than two years after the Secure Act ushered in significant changes to the nation’s retirement system, more modifications may be on the horizon. The Ways and Means Committee released the first draft of a major tax bill in September of this year. While increasing taxes to pay for other social policies and government infrastructure …

Retirement Taxes You Need to Know in 2022 Read More »