MidAmerica Securities
Management Company
Ross DeValois: Devalois@MidAmSecurities.com
Rylan DeValois: Rylan@MidAmSecurities.com
404 E. College St., Suite 406
Iowa City, IA 52240Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate how much income and savings you may need in retirement.