Let us help you find the best
Retirement Solutions
Retirement Solutions
You’ve spent a lifetime preparing, how can you ensure you are set up for the entirety of retirement?
Serving Cedar Rapids, Iowa, and Surrounding Areas.
Portfolio Management
As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income, or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.
Tax Reduction and Deferral
- We will help you identify potential tax burdens and minimize or defer them
- You’ve worked hard for your money, lets make sure we efficiently pass it on to your beneficiaries in the manner appropriate for your individual situation.
Frequently Asked Questions
Required Minimum Distributions – At age 73 you’ll be required to withdraw a portion of your IRA and pay taxes on it. The most common questions we hear are:
- What if I don’t need the money?
- How much will I have to take?
- What do I do with the distribution?
We have the answers. Call us at 319-423-3332.
Social Security Maximization
- When is the best time to start collecting?
- What about spousal benefits?
- What is my full retirement age?
- How do I find out my social security benefits?
Pension Maximization
- How do I ensure that I get the most from my defined benefit plan?
Let our professionals do the math for you.
401k rollovers
- What do I do with an old 401k?
- Getting close to retirement, what kind of plan do I need?
- How can I maintain tax deferral with no penalties?
Consult us on how to protect your money and roll it into a plan that fits your needs.
IRA’s– The IRA contribution limits for 2024 are $7,000 for those under age 50, and $8,000 for those age 50 and older.
- Should I get a Roth IRA or a Traditional IRA?
Let us explain the pros and cons of both.
Annuities
- Where can you put your money that grows when the market performs well but is completely protected in market downturns?
If you want to participate in market growth with bottom-side protection or need to supplement future income there are a variety of options that will provide you with peace of mind and offer future guarantees. Call us at 319-423-3332 to find out your options.
Things to consider
- What are your income needs?
- Do you have any wills/trusts in place? Are they up to date?
- What are your estate planning objectives?
- What are your current assets and debts?
- Who will be your beneficiaries?
- How can this be done in a tax friendly way?
- What assets will go into probate?
Do I Have Enough to Retire?
A Candid Conversation on Financial Readiness
Portfolio Management
As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income, or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.
Tax Reduction and Deferrals
- We will help you identify potential tax burdens and minimize or defer them
- You’ve worked hard for your money, lets make sure we efficiently pass it on to your beneficiaries in the manner appropriate for your individual situation.
Frequently Asked Questions
Required Minimum Distributions – At age 73 you’ll be required to withdraw a portion of your IRA and pay taxes on it. The most common questions we hear are:
- What if I don’t need the money?
- How much will I have to take?
- What do I do with the distribution?
We have the answers. Call us at 319-423-3332.
Social Security Maximization
- When is the best time to start collecting?
- What about spousal benefits?
- What is my full retirement age?
- How do I find out my social security benefits?
Pension Maximization
- How do I ensure that I get the most from my defined benefit plan?
Let our professionals do the math for you.
401k rollovers
- What do I do with an old 401k?
- Getting close to retirement, what kind of plan do I need?
- How can I maintain tax deferral with no penalties?
Consult us on how to protect your money and roll it into a plan that fits your needs.
IRA’s– The IRA contribution limits for 2024 are $7,000 for those under age 50, and $8,000 for those age 50 and older.
- Should I get a Roth IRA or a Traditional IRA?
Let us explain the pros and cons of both.
Annuities
- Where can you put your money that grows when the market performs well but is completely protected in market downturns?
If you want to participate in market growth with bottom-side protection or need to supplement future income there are a variety of options that will provide you with peace of mind and offer future guarantees. Call us at 319-423-3332 to find out your options.
Things to consider
- What are your income needs?
- Do you have any wills/trusts in place? Are they up to date?
- What are your estate planning objectives?
- What are your current assets and debts?
- Who will be your beneficiaries?
- How can this be done in a tax friendly way?
- What assets will go into probate?
Do I Have Enough to Retire?
A Candid Conversation on Financial Readiness
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