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401(k) PT5 Planning Philosophy Retirement Income Retirement Planning Social Security Taxes in Retirement

Will You Need Less or More Income in Retirement?

Our firm holds regular educational classes at the community college campus near our Ankeny, IA office. We invite folks in surrounding communities to these classes through direct-mail postcard invitations and digital invitations through Facebook. The invitations highlight several specific topics that we commonly cover during our classes. For example, strategies to optimize entitlement programs such […]

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401(k) Estate Planning Retirement Income Retirement Planning Social Security Tax Planning Taxes in Retirement Trusts Wills

The Plight of a Retired Widow–Part 2

In last month’s publication we explored the complications that can arise when a retirement plan is designed for a married couple (filing taxes jointly) suddenly gets turned on its head at the passing of one of the spouses. This month we will examine the real-life challenges from the view point of fictional couple, William and […]