Investors who have accumulated assets in a Traditional Individual Retirement Account (IRA) or other tax-deferred vehicles such as a SEP IRA, Traditional 401(k) or 403(b), could be eligible to convert part or all of those assets to a Roth IRA. A Roth conversion can be an especially helpful planning tool for those whose income has…
Did you know that only one-third of small employers offer a retirement plan?1 With nearly half of Americans working for small businesses2, many individuals could be unprepared to retire. If your employer doesn’t offer a 401(k) or 403(b) plan, there are other ways to build your retirement savings: Traditional or Roth Individual Retirement Account (IRA)….
Prior to 2024, 529 Plan funds could only be used to pay for qualified expenses (e.g., tuition, books, computer, and room/board). If the account was overfunded, if a child received a full scholarship covering their cost of college, or if they decided not to attend college, there was no way to get the extra money…
Planning for retirement can be an exciting time that comes with many important decisions: How are you going to spend your free time, where do you plan to live and what’s your retirement savings withdrawal strategy to fund your new activities? As we approach retirement, one of the most significant pieces of the retirement puzzle…
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IMPORTANT NOTICE
You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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