JM Investment & Retirement Strategies

Newsletters

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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.
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.