MidAmerica Securities Management Co

Newsletters

SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Do You Have These Key Estate Planning Documents?

This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Goals

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