(515) 218-1907 Sean@midwestfinancialplan.com
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    • Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right NowOctober 31, 2025
      As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and… Read more: Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
    • Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report MailbagOctober 30, 2025
        By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her… Read more: Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
    • New Code Y is Optional for 2025 QCDsOctober 29, 2025
        By Sarah Brenner, JD Director of Retirement Education A few months ago, the IRS introduced a new Code Y… Read more: New Code Y is Optional for 2025 QCDs
    • Eligible Designated Beneficiary TriviaOctober 27, 2025
      By Andy Ives, CFP®, AIF® IRA Analyst TRIVIA QUESTION: John is age 40, he has a traditional IRA, and he… Read more: Eligible Designated Beneficiary Trivia

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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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