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

Sep 12, 2025

  • Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement PortfolioDecember 19, 2025
    As we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement… Read more: Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
  • Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report MailbagDecember 18, 2025
      By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her… Read more: Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
  • The Wonderful, Magical Form 5498December 17, 2025
      By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become… Read more: The Wonderful, Magical Form 5498
  • IRS Addresses Unanswered Questions About Trump AccountsDecember 15, 2025
      Ian Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act… Read more: IRS Addresses Unanswered Questions About Trump Accounts

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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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