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Does a Spousal IRA Make Sense for Your Family?

Generally, contributions to an Individual Retirement Account (IRA) can only be made with earned income. However, if you or your spouse is not working and wants to save for retirement, a Spousal IRA could provide a solution. This type of IRA eliminates the requirement that you need to have earned income to make contributions. The…

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Starting a New Job? Don’t Forget About Your Retirement Plan

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

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Retirement Plan Trends: Women in the Workforce

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…

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“Great Resignation” Leads to the “Great Retirement”

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….

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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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