Posts Tagged: Retirement

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Upcoming Presentation: Succession Success, Business Planning in Six Simple Steps

I’m excited to present an upcoming Expert Edge Seminar hosted by the Iowa City Area Chamber of Commerce. The presentation topic, Succession Success: Business Planning in Six Simple Steps, is super important and relevant for entrepreneurs and business owners.  Why? Because taking calculated risks in business is often smart, but taking risks with the future of your… Read more »

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3 Ways to Use Your Retirement Benefit Plans to Help Your Favorite Charities

Much of Iowans’ wealth can be found in retirement benefit accounts, like IRAs, 401(k)s, 403(b)s, and so on. Funds from retirement benefit plans can be easy and tax-savvy ways for you to support your favorite causes and organizations! IRA Charitable Rollover Much attention in this area has focused on the federal law, the IRA Charitable… Read more »