Franklin Financial Services

07/20/2026

3 IRA Problems You May Not See Coming

Traditional IRAs may create tax issues for you, your spouse, and your heirs. Here’s what high-net-worth families should know about RMDs and inherited IRA rules.

05/08/2023

Thursday night over in Algona... First time I ever had grilled cabbage... Yum! Everything so good! Next day Grandparents Day at Bishop Gargrigan.

10/21/2022

It's IRA training time again in Las Vegas! Just announced...IRA contributions raised for 2023... Tax brackets, and standard deductions also going up.... And yr end 2025 is end of lower taxes....Tax Cuts and Jobs Act ending... Let's do the math.... Roth conversion could make sense.... Unless ...you think tax rates are going down!

08/11/2022

1st day teaching again after 2 yrs due to Covid! I'll be hosting another workshop at NIACC again next month! The Secure Act robbed every American of their rights by taking away the stretch IRA and replacing it either a 10 yr rule . There are strategies that can be used time protect your IRA's and all pre-tax accounts! The IRS wants your money! Teaching people how to go from FOREVER taxed to NEVER taxed is what I do! Go from the government plan to your plan!

05/30/2022

Thank you to those who gave all for our country... Have a blessed Memorial weekend.

05/13/2022

I learn from the best! When it comes to investing... Its not just about what you earn...it's about what you get to keep!