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

🗓️ August 20 — Free Social Security webinarShould you claim at 62, 67, or 70? Can you work and collect at the same time?...
08/17/2026

🗓️ August 20 — Free Social Security webinar

Should you claim at 62, 67, or 70? Can you work and collect at the same time? What happens to your spouse's income if you claim early?

Matthew Johnson breaks it down in 30 minutes. No jargon, no pitch — just the numbers worth understanding before you file.

Two times to choose from: 11:00 a.m. or 6:30 p.m. CT. Save your seat 👇

Register here: https://johnsonwim.com/the-clock-is-ticking-on-social-security-retirement-actions-that-cant-wait/

To register people can call 866-838-5217 or visit www.youRSVP.com and enter code: NEWJEC Event details:Thursday 8.13 or ...
08/14/2026

To register people can call 866-838-5217 or visit www.youRSVP.com and enter code: NEWJEC



Event details:

Thursday 8.13 or Tuesday 8.18

North Iowa Area Community College

Recreation Center RM 114

500 College Drive

Mason City, IA 50401

Claiming Social Security at 62 instead of full retirement age can permanently cut your monthly benefit by up to 30%.That...
08/12/2026

Claiming Social Security at 62 instead of full retirement age can permanently cut your monthly benefit by up to 30%.

That's not a reason to panic. It's a reason to run the numbers first.

Join Matthew Johnson on August 20 for a free 30-minute webinar on Social Security claiming — plain English, no sales pitch. Choose the 11:00 a.m. or 6:30 p.m. CT session.

Register here: https://johnsonwim.com/the-clock-is-ticking-on-social-security-retirement-actions-that-cant-wait/

To register call 866-838-5217 or visit www.youRSVP.com and enter code: NEWJEC Event details:Thursday 8.13 or Tuesday 8.1...
08/10/2026

To register call 866-838-5217 or visit www.youRSVP.com and enter code: NEWJEC



Event details:

Thursday 8.13 or Tuesday 8.18

North Iowa Area Community College

Recreation Center RM 114

500 College Drive

Mason City, IA 50401

Could One Retirement Mistake Cost You Thousands in Taxes?Many retirees don’t realize that one overlooked IRS rule could ...
06/08/2026

Could One Retirement Mistake Cost You Thousands in Taxes?

Many retirees don’t realize that one overlooked IRS rule could lead to penalties as high as 25%. As retirement approaches, the way you withdraw money from retirement accounts can have a major impact on your long-term income and tax exposure.

Join Johnson Wealth & Income Management for a free educational event designed to help retirees and those nearing retirement better understand Required Minimum Distributions (RMDs), tax exposure, and strategies that may help reduce unnecessary penalties.

At this event, you’ll learn:
• Common retirement tax mistakes many people overlook
• How IRS withdrawal rules may affect your retirement income
• Why proactive retirement income planning matters
• Strategies that may help reduce unnecessary tax exposure

📍 FFA Enrichment Center – Meeting Room 208
📅 June 11 or June 16 at 6:00 PM

Seats are limited and reservation is required.

📞 Call (855) 687-9156
🌐 Visit www.youRSVP.com to Reserve Your Seat
Enter Code: YUVFUG

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

Address

Clear Lake, Ankney
Humboldt, IA

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

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