There are many factors to consider when you change jobs or retire—one of which is to decide what to do with your retirement plan savings. Learn more about your options when it comes to rolling over your retirement plan. The following infographic will help you decide what’s best for you. Download PDF
Below are three retirement facts about women in the workforce we thought you would find interesting. Half of women ages 55 to 66 have no personal retirement savings, compared to 47% of men. In a Bank of America survey, the majority of women report they are doing well managing their day-to-day finances but are struggling…
The pandemic has had a profound effect on many employees. Many Americans wanted to explore new career opportunities that offered more money, flexibility, and often a shorter commute, while many others simply chose an early retirement. In fact, of the 5 million people who left the labor force during the pandemic, 2.5 million people retired….
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. When opening an IRA, you can choose between a Traditional IRA or a Roth IRA. The following infographic helps you decide what’s best for you….
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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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