(515) 218-1907 Sean@midwestfinancialplan.com
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Recent Posts

  • Weekly Market Commentary February 5, 2023
  • 2 Big Changes to RMDs That Will Affect Retirees in 2023 February 2, 2023
  • SECURE 2.0 MODIFIES RULES FOR SPECIAL NEEDS TRUSTS February 1, 2023
  • Weekly Market Commentary January 28, 2023
  • How much life insurance do I need? January 27, 2023
  • LIFETIME AND INHERITED IRA RMD RULES: TODAY’S SLOTT REPORT MAILBAG January 26, 2023
  • SECURE 2.0 CHANGES ALREADY IN EFFECT January 26, 2023
  • ROTH-O-MANIA! January 26, 2023
  • Weekly Market Commentary January 22, 2023
  • Rising Prices Lead to Changes in Lifestyle and Shopping Habits January 20, 2023
  • Rising Prices Lead to Changes in Lifestyle and Shopping Habits January 20, 2023
  • 529 PLANS AND ROTH IRAS: TODAY'S SLOTT REPORT MAILBAG January 19, 2023
  • SECURE 2.0 ELIMINATES RMDS ON ROTH PLAN DOLLARS IN 2024 January 18, 2023
  • Weekly Market Commentary January 16, 2023
  • SECURE 2.0 ALLOWS ROLLOVERS OF 529 FUNDS TO ROTH IRAS January 16, 2023
  • 7 Ways Retirement Will Be Different in 2023 January 14, 2023
  • QCDS AND 60-DAY ROLLOVERS: TODAY'S SLOTT REPORT MAILBAG January 12, 2023
  • WHO CAN DELAY THEIR RMD UNDER SECURE 2.0? January 11, 2023
  • Weekly Market Commentary January 9, 2023
  • NEW SECURE 2.0 10% PENALTY EXCEPTIONS: DOMESTIC ABUSE & FINANCIAL EMERGENCIES January 9, 2023

Address

Midwest Associates

7390 Hickman Road
Windsor Heights, IA 50324

Contact Information

Contact Number: (515) 218-1907

Sean@midwestfinancialplan.com

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