MidAmerica Securities Management Co

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
QLACs: Your Retirement Accounts Can Act Like Pensions

With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Concerned About Cyberattacks? The Threat Is Real

Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
What’s New for 2025?

This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?