Required Minimum Distributions (RMD)

General Information The IRS requires you to take money out of most types of tax-deferred retirement accounts (including Traditional IRA, SEP-IRA, and Simple IRA) when you reach age 72 (73 if you reach age 72 after Dec. 31, 2022.) The same can be said for 401(k) and...

Roth IRA Conversion

General Information A Roth IRA conversion is a financial strategy that allows individuals to transfer funds from a Traditional IRA or other qualified retirement account into a Roth IRA. There is no limit on the amount you can convert per year or lifetime, but, if...

Federal And Wisconsin State Tax Deductions

Federal And Wisconsin Tax Deductions and Credits for Parents What federal and Wisconsin deductions and credits can I claim for a dependent? Here are some of the most common federal and Wisconsin tax deductions and credits for dependent children.   Federal Credit...

Welcome Mike Tyler

Please join us in welcoming Mike Tyler to the WFA Asset Management team. Mike joined WFA in 2023 as a Wealth Adviser after graduating from the University of Wisconsin-Stevens Point in 2006 with a Bachelor of Arts in Social Sciences. To learn more about Mike, click...