In 1935, the first “baby bond” was created to encourage Americans to save and participate in government financing.1 Now, with inflation continuing to be elevated, “I Bonds” have made their way back into headlines as a potential hedge against inflation. Learn more about these bonds to see if they present an opportunity for you. What…
529 College Savings Accounts encourage saving for future higher education costs—as long as they are qualified expenses—while providing tax advantages. Curious about what is a qualified education expense? Here are a few common college expenses that are covered and a few that are not covered:1 Covered Tuition and fees Books and supplies Computer, software and…
Have you recently become the beneficiary of a deceased person’s retirement account such as an Individual Retirement Account (IRA)? The rules for inherited IRAs are complex and can be difficult to understand. Included below are a few key items beneficiaries should become familiar with. Your Jemma Financial Advisor is available to review your personal financial…
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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