JM Investment & Retirement Strategies

JM Investment & Retirement

1874 Thomas Jefferson Parkway Charlottesville, VA 22902

Phone:

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Tax-Deferred Savings

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