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    • What will an ordinary Tuesday cost in retirement?November 6, 2026
      When people picture retirement, they tend to picture the good stuff. A trip they’ve been putting off. More time with… Read more: What will an ordinary Tuesday cost in retirement?
    • What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report MailbagNovember 5, 2026
      By Ian Berger, JD IRA Analyst QUESTION: My dad died in December 2025, at age 95. I am the sole… Read more: What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report Mailbag
    • Spouse Beneficiary RMDs: Calculation BasicsNovember 4, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst In the October 26 Slott Report entry (“Beneficiary RMDs: Calculation Basics”), we discussed… Read more: Spouse Beneficiary RMDs: Calculation Basics
    • IRS Establishes New Correction Program for Fixing IRA ErrorsNovember 2, 2026
      By Ian Berger, JD IRA Analyst A recently announced IRS program gives you new ways to fix certain IRA errors.… Read more: IRS Establishes New Correction Program for Fixing IRA Errors

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    Midwest Associates
    7390 Hickman Rd
    Windsor Heights, IA 50324

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    (515) 218-1907 Sean@midwestfinancialplan.com
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    Important Disclosure Information

    Advisory & Insurance Disclosure

    Advisory services are offered through Latitude Investment Group, a Registered Investment Advisor. Midwest Associates and Latitude Investment Group are independent of each other.

    This website is for information purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. For a complete description of investment risks, fees and services, review the Latitude Investment Group firm brochure (ADV Part 2), which is available from your Investment Advisor Representative.

    Fixed indexed annuities are not securities and are not offered through Latitude Investment Group. These products are issued by insurance companies and are subject to the claims-paying ability of the issuing insurer. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

    Please review all investment, insurance, and annuity materials carefully before making any financial decision.