MidAmerica Securities Management Co

Newsletters

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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.
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.