Skip to the content

Email info@triplett-westendorf.com

Call (515) 528-8632

PT5 Process
About Us
Retirement Education Center
Planning Tools

PT5 Process
About Us
Retirement Education Center
Planning Tools

Financial Information from Triplett-Westendorf Financial Group

pawn-min

401(k)

Important 2023 Financial Changes

Author By Mark Triplett

Date 1 month ago

After a rather sleepy 2022 regarding tax and retirement plan changes, many rules impacting retirement…

Read More

investment-finance-time-min

401(k)

Understanding the Two Roth IRA 5-year Rules

Author By Mark Triplett

Date 2 months ago

Many would agree that Roth IRAs are special retirement accounts. They are funded with after…

Read More

investment-finance-time-min

401(k)

Retiring During Rising Interest Rates

Author By Mark Triplett

Date 10 months ago

Year over year inflation was 10.32%. The Federal Reserve hiked interest rates to over 19%….

Read More

america-the-dollar-president-min

401(k)

Risk Tolerance Vs Risk Capacity

Author By Mark Triplett

Date 1 year ago

If you’ve ever worked for an employer who offered a workplace retirement plan, like a…

Read More

pawn-min

401(k)

When is a good time to convert from an IRA to a Roth?

Author By Mark Triplett

Date 2 years ago

When is a good time to convert from an IRA to a Roth? An attendee…

Read More

ready-for-retirement

401(k)

Will You Need Less or More Income in Retirement?

Author By Mark Triplett

Date 2 years ago

Our firm holds regular educational classes at the community college campus near our Ankeny, IA…

Read More

Load More Loading More… You’ve reached the end of the list

Back to top

7040 NE 14th St #103

Ankeny, IA 50023

info@triplett-westendorf.com

Media and Press

Latest TV Interviews
Latest Financial Information Articles
Retirement Planning Education Videos
Triplett-Westendorf YouTube Channel

Helpfull Resources

Download Vacation Budget Analysis Worksheet
"You Paid Now Collect!" Book
10 Transitional Birthdays With Significant Meaning

Retirement Planning

Purpose and Timeline 5 Step Planning Process
Financial Consultation Documents
Upcoming Events

Company

About Us
Testimonials
Our Purpose and Timeline Philosophy
How We Are Compensated
Our Facebook Page
TWFG LinkedIn Profile

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver brochure ADV 2A, Mark Triplett’s ADV 2B, and RFM Privacy Policy.

© 2023 Triplett Westendorf Financial Group, LLC

Powered by WordPress | Webmaster