IFB Wealth Management
Stephan M. Kerby, CSFP
Money Manager, Financial Adviser
515-729-4486
Stephankerby@ifbplanning.com
Welcome to IFB Wealth Management

With this current market and the state of affairs, its time to receive unparalleled services and advice from IFB Wealth Management. Our firm is dedicated to continuing to be one of the top fee based planning firms in the industry. We work hard to make sure that we always satisfy your needs and provide you with value based advice that is in your best interest.

We are committed to deliver excellence in everything we do. Our staff knows that the only way we can become a successful business is by making you happy, provide value and continue our unique approach to money management. Feel confident that you are receiving exceptional value based advice and services by choosing IFB Wealth Management.

As you look ahead to the future — especially retirement — you may be wondering:

  • Do I have enough saved?
  • Will I be able to live the life I imagine?
  • Do I feel confident about what's ahead?
  • Are you making the best financial decisions possible?

** Did you know that only 13% of American Workers feel "very confident" about their retirement?

IFB Wealth Management is a value based firm that is designed to help you with all of you money management and planning needs. We specialize in investing, Social Security, retirement planning, education planning, tax strategies. We tell clients that if money is involved then we usually will play a role. Let us help.

Latest Video Client Alert
Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IA and NH. No offers may be made or accepted from any resident outside the specific states referenced.