JM Investment & Retirement Strategies

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

LTCI Cost of Waiting

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

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