JM Investment & Retirement Strategies

JM Investment & Retirement

1874 Thomas Jefferson Parkway Charlottesville, VA 22902

Phone:

Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.