MidAmerica Securities
Management Company
Ross DeValois: Devalois@MidAmSecurities.com
Rylan DeValois: Rylan@MidAmSecurities.com
404 E. College St., Suite 406
Iowa City, IA 52240Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
Retirees 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.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Determine whether you should consider refinancing your mortgage.
How much do you need to save each year to meet your long-term financial goals?