The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 40 years. Because some of our Associates are also Registered Representatives of United Planners, we not only specialize in Insurance but through this relationship are able to offer Investments. We are committed to providing the reliable customer service that is so valuable in today’s busy world. We will work with you to help ensure that you and those that you care about most are protected during life’s most uncertain times.
With locations in Security State and Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When considering life insurance, it's important to understand your options.
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Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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There are some smart strategies that may help you pursue your investment objectives
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The decision whether to buy or rent a home may have long-term implications.