by Mark Beaver | Nov 20, 2023 | Uncategorized
Rolling a 529 into a Roth IRA Jessica Hultberg, CFP® Nov 20, 2022 | 4 min read Saving for your kid’s college can be a daunting task. In recent years, 529 savings plans have become a popular tool for saving for college in a tax-efficient way. One concern, however, is... 
by Mark Beaver | Nov 2, 2023 | Uncategorized
The Home Downsizing Dilemma Andy Keeler, CFP®Nov 1, 2022 | 6 min read The topic of selling the home that you raised a family in is inevitably one that comes up at your monthly euchre party. There are many different aspects to consider when evaluating the possibility... 
by Mark Beaver | Oct 24, 2023 | Uncategorized
Social Security and Medicare Premium Changes for 2024 Abigail RoseOct 20 | 3 min read Social Security Benefits Increasing by 3.2% This week, the Social Security Administration announced a 3.2% cost of living adjustment for Social Security benefits1. Although a lower... 
by Brysen Meyer | Sep 13, 2023 | Uncategorized
Recent updates to Inherited IRA Required Minimum Distributions Abigail Rose Sep 13 | 3 min read If you inherited an Individual Retirement Account (IRA) from someone other than your spouse within the past few years, you may be wondering what the rules are for Required... 
by Brysen Meyer | Feb 14, 2023 | Uncategorized
2023 Tax Facts and Figures Mark BeaverFeb 9 | 2 min read The Keeler & Nadler Tax Guide for 2023 is now available! Click on the image below to download your... 
by Mark Beaver | Oct 21, 2022 | Uncategorized
Social Security Up, Medicare Premiums Down Mark BeaverOct 11, 2022 | 3 min read In a year of mostly bad news, there is some good news for retirees – They can expect higher Social Security income and lower Medicare premiums. Social Security set to increase by 8.7%The...
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