(515) 218-1907
Sean@midwestfinancialplan.com
CONTACT US TODAY!
Home
About Us
Services
Workshops
Videos
BLOGS
Select Page
Fixed Index Annuity
Sep 12, 2025
Personalized Retirement Strategy: A Plan Built Around You
February 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 Mailbag
February 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 Beneficiary
February 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 Work
February 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