Johnson Wealth and Income Management

Johnson Wealth and Income Management Our mission is to help individuals and families make informed financial decisions that support long-term retirement income and financial security. Matthew P.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Johnson, a financial professional, is committed to helping people just like you create solutions for their retirement assets. Understanding your risk tolerance, t

ime horizon, and goals, He will work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Matthew works closely with our clients to evaluate those opportunities and get in position to reap those rewards. He enjoys helping people build a solid financial foundation for the future. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities. www.sec.gov

Today, we pause to reflect and renew our sense of purpose. Wishing peace and gratitude to all this Good Friday. Our offi...
04/03/2026

Today, we pause to reflect and renew our sense of purpose. Wishing peace and gratitude to all this Good Friday. Our office will be closed today in observance of Good Friday and will reopen Monday, April 6.

Retirement brings new opportunities and important tax considerations that deserve your careful attention.If you are a re...
03/23/2026

Retirement brings new opportunities and important tax considerations that deserve your careful attention.

If you are a retiree or nearing retirement, we are inviting you to attend a FREE educational workshop at Des Moines Area Community College Ankeny Campus. This session is designed to help you better understand recent IRS updates and retirement account regulations that may impact your financial strategy.

If you are between ages 64–73, this event will cover essential topics including Required Minimum Distribution (RMD) rule changes, key provisions of the SECURE 2.0 Act, updated 2026 tax brackets, and planning considerations for helping to manage retirement income efficiently.

Discussion highlights include:
• Updated RMD age requirements and qualification guidelines
• How timing of distributions can affect your tax situation
• Considerations surrounding Roth conversions under current regulations
• Strategies aimed at helping manage tax exposure from retirement withdrawals
• How recent tax bracket adjustments may affect retirees

Event Details:
Des Moines Area Community College Ankeny Campus
Building 5 – Room 1220 (CISCO Room)
2006 South Ankeny Boulevard
Ankeny, IA 50023

To register, call: (844) 285-5904 (toll-free, 24 hours)
Or visit www.youRSVP.com and enter code: TAZTED

📣 Happening Tonight! Don’t miss your last chance to attend our complimentary event, how to help avoid the largest IRS ta...
02/24/2026

📣 Happening Tonight! Don’t miss your last chance to attend our complimentary event, how to help avoid the largest IRS tax penalty.
🕕 6:00 PM
📍 North Iowa Area Community College – Room RC112
👉 Register: https://hubs.li/Q0421pGH0 | Code: ZUHQUR
📞 (888) 784-4574 (Toll Free, 24 Hours)

📅 Tomorrow’s the day! Join us for our final session of how to help avoid the largest IRS tax penalty with Matthew P. Joh...
02/23/2026

📅 Tomorrow’s the day! Join us for our final session of how to help avoid the largest IRS tax penalty with Matthew P. Johnson.
🕕 Tuesday, February 24 | 6:00 PM
📍 North Iowa Area Community College – Room RC112
🎟️ RSVP: https://hubs.li/Q0421pDD0 | Code: ZUHQUR
📞 (888) 784-4574 (Toll Free, 24 Hours)

Couldn’t make it last night? Don’t worry, we’ve added another session!📅 Tuesday, February 24 | 6:00 PM📍 North Iowa Area ...
02/20/2026

Couldn’t make it last night? Don’t worry, we’ve added another session!
📅 Tuesday, February 24 | 6:00 PM
📍 North Iowa Area Community College – Room RC112
Learn strategies to help reduce tax exposure and help protect your income.
👉 Register: https://hubs.li/Q0421pBC0 | Code: ZUHQUR
📞 (888) 784-4574 (Toll Free, 24 Hours)

📣 Tonight’s the night!Join Matthew P. Johnson at North Iowa Area Community College – Room RC112 for How to help avoid th...
02/19/2026

📣 Tonight’s the night!
Join Matthew P. Johnson at North Iowa Area Community College – Room RC112 for How to help avoid the largest IRS tax penalty.
🕕 6:00 PM
👉 Register: https://hubs.li/Q0421qWL0 | Code: ZUHQUR
📞 (888) 784-4574 (Toll Free, 24 Hours)

We loved kicking off the season with an evening focused on connection, great conversation, and community at River Valley...
02/18/2026

We loved kicking off the season with an evening focused on connection, great conversation, and community at River Valley Orchards and Winery. Our Palentine’s-themed client referral dinner was a wonderful opportunity to spend time with familiar faces and make new connections in such a great setting.

Thank you to everyone who joined us — we’re looking forward to more opportunities like this coming soon!

⏳ Just a few days left! Join Matthew P. Johnson for an educational session on how to help avoid the largest IRS tax pena...
02/18/2026

⏳ Just a few days left! Join Matthew P. Johnson for an educational session on how to help avoid the largest IRS tax penalty.
📅 Thursday, February 19 | 6:00 PM
📍 North Iowa Area Community College – Room RC112
🎟️ Register: https://hubs.li/Q0421pmp0 | Code: ZUHQUR
📞 Call (888) 784-4574 (Toll Free, 24 Hours)

Address

12 3rd Street N
Humboldt, IA
50548

Opening Hours

Monday 8:30am - 12pm
1pm - 5pm
Tuesday 8:30am - 12pm
1pm - 5pm
Wednesday 8:30am - 12pm
1pm - 5pm
Thursday 8:30am - 12pm
1pm - 5pm
Friday 8:30am - 12pm
1pm - 5pm

Telephone

+15153327000

Website

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