JM Investment & Retirement Strategies

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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.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

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.