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Wealth Building Building Toward Retirement Managing Wealth In Retirement Succession Planning

Which of these stages best describes YOU?

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Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.

“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner

We couldn’t be more proud of our amazing leaders, Lori Watt and Susan Kuhlenbeck for being selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Along with Lori and Susan are the phenomenal women advisors at IAG Wealth Partners, Anne Sapienza, Jayme Heineck, Debra Melvin, and Jenny Bartz. Read more of their story.

2020 Women of Distinction IAG.Group .80 1

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

What's New

More SECURE

Last week the House Ways and Means Committee approved a bipartisan (yes, you read that correctly) bill that makes significant changes to retirement planning.

The Securing a Strong Retirement Act of 2021 (H.R. 2954) is a sequel to the SECURE Act of 2019 which also passed with strong bipartisan support. Its nickname is SECURE Act 2.0 as lawmakers are hoping it will pass with the same ease.

As you may recall, the 2019 SECURE Act made significant changes such as increasing the age at which Required Minimum Distributions (RMDs) must begin to age 72 and limiting the life of inherited retirement accounts to 10 years. The SECURE Act 2.0 also includes some impactful provisions that could alter your financial plan if it is signed into law.

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Hike

Every hike begins with a plan. Pick an idyllic location and gauge how far you or your family can walk. Be prepared with water, nutrition, and any defenses you may need against nature (sun block, insect repellent, or bear spray).

Yet, no matter how much you plan and prepare, unexpected twists and turn can throw you off course.

Last week the Biden Administration laid out its plans for a hike. While we do not know whether the tax hikes below will unfold as planned, we can certainly sense the direction they are heading:

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Mow

Spring has sprung, and the grass has started greening up and growing again. Thus, adventures in lawn mowing have begun at our house.

Lawn mowing brings out some significant contrasts in my family. There are two distinct approaches that my family members take.

My 15-year-old son is responsible for mowing a specific section of our yard as part of his family responsibilities. His objective is to accomplish this task in as little time as possible. He even Googled the fastest way to mow a lawn to maximize his odds of posting a top speed, and now follows that mowing pattern every time.

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