(515) 218-1907 Sean@midwestfinancialplan.com
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  • 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
  • Taking Tax-Free Distributions from Your HSAMay 21, 2025
    By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) may be one of the biggest tax breaks… Read more: Taking Tax-Free Distributions from Your HSA
  • Self-Certification After 60 Days: 12 ReasonsMay 19, 2025
    By Andy Ives, CFP®, AIF®| IRA Analyst There are two ways to move money from one IRA to another: a… Read more: Self-Certification After 60 Days: 12 Reasons

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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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