The rate of inflation may be cooling down, but what effect has the last few turbulent years had on your golden years? And how do you include inflation management into your future retirement plan? Let’s find out. The size of your retirement nest egg can be greatly influenced by several factors. Elements such as savings […]
Inflation & How it Affects Your Retirement Savings Read More »
SECURE 2.0 is expected to reshape retirement tax incentives for years to come since the retirement savings law makes numerous changes to existing retirement account rules. Here’s what you need to know about changes to RMDs. The Secure Act 2.0 has brought a wave of changes to the retirement landscape, including significant alterations to the
3 Ways The SECURE Act 2.0 Changes Iowan’s RMDs Read More »
Starting a family in your 40s means you’ve had time to help get established in your career, but also that your youngest may be in university at the same time you were hoping to be retired. Here’s some pros and cons of having children later in life, and what it means for your retirement. Through
Having Kids Later in Life? How to Plan For Retirement Read More »
There are dozens of excuses for not saving for retirement. However, there are many reasons why the longer you wait to start saving, the more financially difficult it will be in the future. Here’s why developing a plan and taking advantage of every savings opportunity can help set you on a path to financial freedom
How to Help Maximize Returns from your Retirement Savings Accounts Read More »
In Iowa and across the nation, a new year brings new policies. As Congress passed a major boost to retirement savers via the SECURE Act 2.0, here’s what you need to know about major changes to RMD rules that kicked in Jan 1. Retirement is a big part of the American Dream. You work hard
RMD Changes in 2023 Read More »
Think your estate plan is a one-and-done task? Think again. January is arguably the best time to refresh your estate plan. If “getting organized” was one of your New Year’s resolutions, organizing your estate plan should be a part of that goal. Here’s what you need to know to get started with Johnson Wealth and
Refresh Your Estate Plan with Johnson Wealth and Income Management Read More »
Preparing for tax season can be overwhelming, but it doesn’t have to be. With a little planning and organization, you can make the process as smooth as possible. Here are some tips to help you prepare for tax season in 2023. It’s the beginning of the new year, and you might be feeling a little
How to Help Prepare for Tax Season in 2023 Read More »
The headlines are in and the news is mixed, will there be a recession to hit Iowa or not? In 2023, the message is clear – prepare > predict. In the face of a market downturn, it can be hard to know where to put your money. While panel members of Iowa’s Revenue Estimating Conference
Should Iowans Plan for a 2023 Recession? Read More »
Understanding the risk factors that can come between you and your ability to retire (both how and when you want) is an important step toward meeting your retirement goals. In today’s environment, Risk Management is more important than ever. If you’re nearing retirement, increasing your focus on monitoring risks in response to an ever increasing
Risk Management Tips for The New Year Read More »
If you’re retired, you need insurance. But where do you start in this overwhelming market? And what types of coverage do you need? Here’s what you need to know for those approaching retirement in Iowa. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something
What Insurance Do I Need for 2023? Read More »
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory Services offered by Sound Income Strategies, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities.
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