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2010 Keokuk Street
Iowa City, IA 52240

Phone:

1-800-999-5035

Fax:

319-358-2157

E-mail:

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Please feel free to contact us with any questions.

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Considering some important issues now could provide more options in the event of early retirement.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Describes financial burdens associated with end-of-life care and funerals.

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How much do you need to save each year to meet your long-term financial goals?

How much would your monthly lease payment be?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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