(515) 218-1907 Sean@midwestfinancialplan.com
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Fixed Index Annuity

Sep 12, 2025

  • Personalized Retirement Strategy: A Plan Built Around YouFebruary 19, 2026
    Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because… Read more: Personalized Retirement Strategy: A Plan Built Around You
  • Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report MailbagFebruary 19, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with… Read more: Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report Mailbag
  • Real Life Scenario: Minor as EDB BeneficiaryFebruary 18, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with… Read more: Real Life Scenario: Minor as EDB Beneficiary
  • How In-Plan Roth Conversions WorkFebruary 16, 2026
      By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift… Read more: How In-Plan Roth Conversions Work

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Midwest Associates

7390 Hickman Rd
Windsor Heights, IA 50324

Contact Information

Contact Number: (515) 218-1907

Sean@midwestfinancialplan.com

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