The Sundell Team at Mid American Financial Group Welcomes You!

Mid American Financial Group

The Sundell Team welcomes you to our website. We have been representatives in the financial services industry here in Minneapolis since 1977 and offer a full range of services and business products.

We invite you to explore the online resources that we have available. Whatever goals you set for yourself, our team provides a broad range of services and products to fit the financial needs of a growing number of individuals and business clients.
 

Please explore our financial tools such as the Calculator to estimate the college funding or retirement needs.  Our existing clients can utilize the Account Access to register to be able to go online to view your account balances.  You can also check out the CPA alliance tab, which can provide information  that may be of interest to you.

We look forward to hearing from you soon!

I am licensed and registered to offer products and services in [CA, CO, FL, IA, IL, IN, MN, MO, WI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Life Expectancy Calculator

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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