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Tax-Advantaged 529 Accounts

Submitted by MidWestOne Investment Services on May 27th, 2022

What families need to consider

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for out-of-state students. The average cost of a private university was much higher at $34,740.

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4 Charitable Giving Strategies to Consider

Submitted by MidWestOne Investment Services on May 19th, 2022

Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits simultaneously. Whether you’re new to charitable giving or a veteran, there are several strategies you should keep in mind. The giving methods you choose, what you give, and when you give can help you maximize your impact and minimize your tax burden.

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Understanding the Net Investment Income Tax

Submitted by MidWestOne Investment Services on May 19th, 2022

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax (also referred to as the unearned income Medicare contribution tax). This 3.8% Medicare tax applies to some or all of your net investment income if your modified adjusted gross income (MAGI) exceeds certain thresholds.

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The Principles of Financial Literacy

Submitted by MidWestOne Investment Services on May 15th, 2022

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money matters' to create a sense of economic well-being, self-trust, and financial confidence. The principles of financial literacy include:

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High Inflation - How Long Will It Last?

Submitted by MidWestOne Investment Services on May 12th, 2022

In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It's not surprising that a Gallup poll at the end of March found that one out of six Americans considers inflation to be the most important problem facing the United States.2

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A Look at Your Portfolio Mix

Submitted by MidWestOne Investment Services on May 8th, 2022

With the onset of higher taxes, taxpayers in the upper brackets may want to reposition their portfolios. Even those in lower tax brackets may benefit from portfolio review and reallocation of funds.

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Budgeting for Teachers: A Learning Curve

Submitted by MidWestOne Investment Services on April 27th, 2022

If you are an educator, you know how important budgeting is. Whether you take a summer job to have a year-round income or rely on your school year to pay for bills, budgeting your money properly may help you to stay on track with your financial goals. If you are ready to get your budget whipped into shape, below are a few simple tips to help you get started.

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Retirement Income Planning

Submitted by MidWestOne Investment Services on April 26th, 2022

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement income designed to help you pursue your lifestyle goals.[i]

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Healthcare and the Sandwich Generation

Submitted by MidWestOne Investment Services on April 19th, 2022

Members of the "Sandwich Generation"—or adults who have at least one parent over age 65 and at least one child who still requires financial support—often find themselves torn between their dual caregiving responsibilities.1 Being in the Sandwich Generation can also be expensive; not only are you supporting your child, saving for retirement, and paying down debt, but you ma

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Making the Most of Your Relationship with a Financial Professional

Submitted by MidWestOne Investment Services on April 5th, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong relationship with your financial professional may be key in managing your finances, both now and in the future.

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