Financial Information from Triplett-Westendorf Financial Group - Triplett Westendorf Financial Group, LLC

401(k)

Secure act 2.0 relevant Changes

Author By Mark Triplett

Date 3 years ago

In the waning hours of 2022, Congress passed a $1.7 trillion omnibus spending bill. The…

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401(k)

Understanding the Two Roth IRA 5-year Rules

Author By Mark Triplett

Date 4 years ago

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

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401(k)

Retiring During Rising Interest Rates

Author By Mark Triplett

Date 4 years ago

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

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Financial Planning

Medicare Premiums Higher Than Expected?

Author By Mark Triplett

Date 4 years ago

Are your Medicare premiums higher than you expected? Did you or someone you know receive…

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401(k)

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

Author By Mark Triplett

Date 6 years ago

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

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401(k)

Will You Need Less or More Income in Retirement?

Author By Mark Triplett

Date 6 years ago

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

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