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What to Know If You Inherit an IRA

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…

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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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Think Long Term When Markets Get Volatile

Listen to a quick, 3-minute summary featuring market and economic news over the third quarter of 2022. Katharine E.W. Dudley, AIF®


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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