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

Sep 12, 2025

  • Weekly Market CommentaryMarch 15, 2026
    Markets remained volatile, driven by headlines related to the Iran war.  Whipsaw action was prominent across multiple asset classes, while… Read more: Weekly Market Commentary
  • Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report MailbagMarch 12, 2026
    By Ian Berger, JD IRA Analyst Question: Hello Mailbag Folks, I may have missed something in one of the Ed… Read more: Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report Mailbag
  • Understanding Annuities: Turning Retirement Savings Into Reliable IncomeMarch 12, 2026
    Planning for retirement has changed dramatically over the past few decades. In the past, many retirees relied on pensions and… Read more: Understanding Annuities: Turning Retirement Savings Into Reliable Income
  • Fatal Error: Mistakes That Cannot Be Fixed – Part 2March 11, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst In our Slott Report entry from March 2 (“Fatal Error: Mistakes That Cannot Be… Read more: Fatal Error: Mistakes That Cannot Be Fixed – Part 2

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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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