Knowledge is power. We empower our clients.

Get Started Now
sandwich-generation-banner-web

Inheriting an IRA – The Rules Have Changed

According to a recent survey of 6,000 U.S. households, about 60% said they have received, plan to get, or intend to give inheritances compared to 46% recorded seven years prior.* Anyone can inherit an Individual Retirement Account (IRA). Depending on your relationship with the original account owner and when that person died, different withdrawal rules…

Read More >

senior-man-atm-withdrawing-retirement

Your Tax-Savvy Withdrawal Strategy in Retirement

You’ve spent many years saving for your retirement. When it’s time to start withdrawing from these investment assets, do you have a tax-smart strategy? After decades of working, many look forward to their retirement years and their newfound flexibility. Yet transitioning from receiving a paycheck to relying on retirement savings can be challenging. Having a…

Read More >

retirement-multiracial-couple

Unexpected Expenses: Don’t Let These Derail Your Retirement Journey

When preparing for retirement, most individuals plan to save enough money to cover routine living expenses. However, it’s also important to factor in unexpected or less obvious expenses. Here are a Few Commonly Overlooked Expenses to Consider: Increased Leisure Activities – The first year of retirement can be exciting. Your time is yours—you can now…

Read More >

retirement-destination

Can You Guess Retirees’ Biggest Financial Regrets?

What do older people regret when it comes to their financial decisions? Here are 3 common regrets based on a National Bureau of Economic Research study: Not saving enough money – The average American has about $95,000 saved for retirement and 1 in 3 Americans have no retirement savings.1 Set a goal to contribute to…

Read More >

Get Started. Learn More.

Required Field
Required Field
Log In to Your Existing Account Get Started Now

Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

You are now leaving Jemma Financial

Yes, I would like to leave No, I would like to stay

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.

Continue to Schwab

This will close in 0 seconds