709 1st Street
Suite 3
Keosauqua, IA 52565

LinkedIn

Jan S. Towne CPA, CFP®, PFS

(319) 293-7176

 

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

Related Content

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.