MidAmerica Securities
Management Company
Ross DeValois: Devalois@MidAmSecurities.com
Rylan DeValois: Rylan@MidAmSecurities.com
404 E. College St., Suite 406
Iowa City, IA 52240This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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.
Stock 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.
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.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.