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Enjoyed the webinar? Keep the momentum going! See below for links to resources discussed on our webinar.

Quick Reference Tax Guide

Do you have questions about contribution limits, Individual Retirement Account (IRA) phaseouts or capital gains rates? The following infographic covers key tax rates and income limits so you can prepare accordingly in the coming tax year. Click here to view the infographic. ➤

Traditional vs. Roth IRA: Which one is best for your situation?

An Individual Retirement Account is an important part of your overall financial plan as it offers a way to save for retirement with tax-free growth or on a tax-deferred basis. The following infographic helps you decide what’s best for you. Click here to view the infographic. ➤

Plan Your Retirement by Your Birthday Milestones

Your birthday is a once-a-year occasion. It’s a day on the calendar you never forget, as you celebrate with loved ones, open a few presents, and enjoy a slice of birthday cake. Click here to learn more. ➤

Here’s How Your Taxes Could be Affected by These 5 Big Events

When life’s big moments happen, your tax situation may be one of the last things on your minds. Yet it’s important to think about how your taxes could be affected if you get married, buy a house, have a child, adopt, get divorced or retire. Click here to view the infographic ➤

The Financial Aspects to Higher Education

Do you have a child or grandchild who plans to attend college? Get a picture of what college costs with our infographic that covers tuition, student debt, and future earning potential. Click here to view the infographic. ➤

Give Yourself a [Retirement] Raise

In a recent survey, nearly 90% of jobseekers considered a 401(k) plan a must-have benefit. Defined contribution plans, such as 401(k) and 403(b) plans, have become an important vehicle for retirement savings for many people because of their advantages. Click here to learn more. ➤

Financial Wisdom Newsletter

Read our quarterly newsletter for the latest on the market as well as everyday tips on investing and saving for retirement to make smarter financial decisions. Click here to learn more. ➤

Ready to put these ideas into action? Contact us to see how we can help you and your business.

Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

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