Expert IRA & Roth Account Guidance In Davenport, IA: Top Financial Advisor

Nov 15, 2023

Does your retirement plan reflect the latest government regulations? If you live in Davenport or a surrounding part of Iowa, KS Financial Services (563-279-2356) can help you maximize your savings and minimize tax exposure.

If you haven’t updated your retirement plan in the last 6-12 months, you could be cheating yourself out of income in your golden years.

Davenport-based KS Financial Services is a family owned and operated local advisory firm that focuses on helping you maximize your retirement savings.

As an example, the IRS increased IRA and Roth IRA contribution limits at the end of last year, and they’ve just announced further changes for 2024. Both of those changes can have a positive impact on your ability to save for retirement, which is why it’s important to get regular expert advice.

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The regulatory framework relating to retirement savings has changed significantly in recent years, and KS Financial Services provides you with the most up-to-date guidance. You can access the firm’s professional services from anywhere in the wider Davenport region, including Bettendorf, Eldridge, Moline, East Moline, and Rock Island.

On November 1, the IRS announced cost-of-living adjustments to IRA and Roth IRA contribution limits, adding a further $500 to the increases passed at the end of last year. The SECURE 2.0 Act also contains a range of provisions to make retirement savings more accessible, with several measures due to take effect in the coming years.

As KS Financial Services explains, many individuals are unsure how the new provisions affect their own retirement savings, and the company wants to make sure you know what’s available. The firm’s experienced advisors can also help you consider a variety of potential retirement income sources, including both IRA and Roth IRA accounts.

The retirement planning service is also designed to complement the company’s other offerings, which include life insurance, health insurance, life planning, and mortgage protection. The goal is to help you manage your current needs, while also establishing a plan that secures your financial future.

About KS Financial Services

A family-owned and operated business, KS Financial Services aims to provide boutique advice and guidance to clients in the wider Davenport region.

“There is no incorrect way to save, as long as you have a minimum level of security for your retirement planning,” company owner Kelly Stewart explained. “You should balance more volatile market investments with more secure, guaranteed ones. We provide solutions that generate lifetime tax-free income that you may set and forget while you gamble with the other investing techniques available.”

For truly personalized advice and guidance, speak to the local team at KS Financial Services.

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