JM Investment & Retirement
Phone:
703.273.6000 or 434.296.5055 or 877.909.5333
Fax:
- 1.434.288.0537
E-mail:
Newsletters
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.