Expecting to turn 64 or 65 in 2024 or know a family member or friend who is? Watch the 20-minute discussion between Jemma Financial’s Katharine Dudley and Randy Hart, CEBS, President of Hart Benefits Consulting. Randy has over 35 years of employee benefits experience including Medicare navigation. Our Webinar covers: The “ABC+Ds” of Medicare Supplemental…
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. Download the Infographic
Health care is one of the largest expenses in one’s retirement years. Although most people know they will have health-care costs after they retire, it can be hard to quantify. While individual medical support varies, it is estimated that by age 65, a healthy couple will spend close to $13,000 on health care annually.1 Take…
Did you know the average 401(k) balance in 2022 was approximately $113,000?1 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 numerous advantages. For one, it’s an easy and consistent way to save because contributions are automatically deducted from the employee’s…
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
Important Notice
You are now leaving the Jemma Financial Services website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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.
This will close in 0 seconds