JM Investment & Retirement Strategies

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Taxable Equivalent Yield

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