Flaherty Financial

CENTRAL FINANCIAL SERVICES - 1099 Kenyon RD, Fort Dodge IA 50501

                              J. Mick Flaherty, CLU                              Jim Flaherty, LUTCF


Click here for Aviva Life and Annuity.

Click here for AMERITAS Life Insurance Corp.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.
As with any security,request a prospectus from your registered representative.
Read it carefully before you invest or send money. Insurance and securities products are limited to residents of Iowa.
An agent from Central Financial Services will contact you to provide you with the requested information.

 

I AM LICENSED TO SOLICIT AND SELL LIFE INSURANCE AND ANNUITIES IN THE FOLLOWING STATES ONLY: (IOWA)
I AM NOT ABLE TO DISCUSS OR SELL LIFE INSURANCE OR ANNUITIES TO INDIVIDUALS OR ENTITIES
WHO RESIDE OUTSIDE OF THIS STATE
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

More Newsletters →