MidAmerica Securities Management Co

Newsletters

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Cost of Retirement

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

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

This calculator can help you determine whether you should consider converting to a Roth IRA.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.