How Will You Pay for Long-Term Care?
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Want to Be Like Them
Stories like this spread and inspire others to be generous.
I want to give…but how
Important Updates on IRA Tax Reporting
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
Iowa Income Tax Changes Have an Impact in 2022
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
IRS Allows for Reversal of 2020 RMDs
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
My Strange Family
Navigating Financial Health in Retirement
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Navigating the Noise: A Reality Check on Fearful Headlines
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
No Better Time to Deploy Your Donor Advised Fund
Not Flavor-of-the-Month Financial Planning!
One Paycheck from Ruin
Opportunity Valley
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.