(515) 218-1907 Sean@midwestfinancialplan.com
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  • Inherited Roth IRAs and IRA Transfers: Today’s Slott Report MailbagMay 29, 2025
    By Sarah Brenner, JD Director of Retirement Education   Question: Hello, I have a question concerning inherited Roth IRAs. I… Read more: Inherited Roth IRAs and IRA Transfers: Today’s Slott Report Mailbag
  • Misconceptions About the Still-Working ExceptionMay 28, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst Regardless of the topic, we could all use an occasional refresher. Retirement account… Read more: Misconceptions About the Still-Working Exception
  • Backdoor Roth Conversions and IRA Losses: Today’s Slott Report MailbagMay 22, 2025
      By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: Thank you for all you do to educate the public.… Read more: Backdoor Roth Conversions and IRA Losses: Today’s Slott Report Mailbag
  • 10 Things Retirees Should Stop Spending On NowMay 22, 2025
    Say goodbye to second cars, warehouse stores and other no-longer-necessary expenses Retirement is a time to rethink some things: how… Read more: 10 Things Retirees Should Stop Spending On Now

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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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