(515) 218-1907 Sean@midwestfinancialplan.com
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  • One Big Beautiful Bill Act and IRA Rollovers: Today’s Slott Report MailbagJuly 10, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: With the signing of the “One Big Beautiful Bill Act” (OBBBA) legislation… Read more: One Big Beautiful Bill Act and IRA Rollovers: Today’s Slott Report Mailbag
  • Social Security Benefits Changes in 2025: What You Need to Know for Smarter Retirement and Tax PlanningJuly 9, 2025
    Social Security is one of the most essential yet misunderstood pieces of the American retirement puzzle. With all the recent… Read more: Social Security Benefits Changes in 2025: What You Need to Know for Smarter Retirement and Tax Planning
  • OBBBA: No IRA Changes, but More Roth Conversions?July 9, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things… Read more: OBBBA: No IRA Changes, but More Roth Conversions?
  • How Company Plan Loans WorkJuly 7, 2025
    By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed… Read more: How Company Plan Loans Work

Address

Midwest Associates

7390 Hickman Rd
Windsor Heights, IA 50324

Contact Information

Contact Number: (515) 218-1907

Sean@midwestfinancialplan.com

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