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Retirement Planning

The CARES Act and Required Minimum Distributions

Submitted by JMB Financial Managers on November 6th, 2020

In hopes of stimulating the economy during the COVID-19 pandemic, the federal government passed the CARES Act, that not only provided aid to those in need but included changes to your retirement plan. As we near the end of 2020, we wanted to provide you with the latest information on how the CARES Act impacts you, your retirement, and your taxes.

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How Life Expectancy is Changing the Need for Retirement Planning

Submitted by JMB Financial Managers on August 13th, 2020

For much of our history, retirement in America was defined in terms of its relationship to full-time participation in the work force. An individual would work until a certain age and then leave employment to spend time on personal endeavors.

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Retirement Planning Tips for Your 20s and 30s

Submitted by JMB Financial Managers on July 20th, 2020

When it comes to planning for retirement it’s never too early and it’s never too late. At JMB Financial Managers we like to encourage our clients to begin saving for retirement as soon as feasibly possible, but we also recognize that life sometimes gets in the way of our plans.

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What Should You Do With Your Old 401(k) Plan?

Submitted by JMB Financial Managers on March 17th, 2020

At some point, whether it's as you retire or after changing jobs, you're going to be faced with a decision. Should you stick with your old employer's 401(k) plan, invest in your new employer's retirement plan, or should you roll it into an IRA? 

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5 Tips for Planning Your Retirement

Submitted by JMB Financial Managers on February 19th, 2020

A Few Simple Steps to Help You Get Started

For many, preparing for retirement can feel overwhelming, and can even become a barrier that keeps people from focusing on and implementing a retirement plan. If you haven’t started planning for your retirement, don’t wait, make today the day you begin planning for your future.

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Matching Your Investments to Your Risk Tolerance

Submitted by JMB Financial Managers on January 28th, 2020

The stock market has continued its recent run-up to new highs, and as odd as it may seem, that may be unsettling you. You may be concerned about your portfolio given how high it has risen, what’s going on with oil prices, the real estate market and the impeachment hearings.

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  • Investing
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3 Simple Steps to Help You Care for Your Retirement Plan

Submitted by JMB Financial Managers on December 16th, 2019

Qualified retirement plans are valuable investment tools. The money you put in them grows tax deferred until it is withdrawn at the time of your retirement and contributions to a 401(k) plan actually reduce your taxable income.

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Optimizing Your Financial Future

Submitted by JMB Financial Managers on November 20th, 2019

Whether you are already taking advantage of your employer’s retirement plan, still considering it, or have different investment methods in place to save for retirement, I encourage you to think more broadly about your retirement, and prepare for it between now and then. Today I’d like to share some timeless financial principals with you to apply to your personal situation.

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8 Tips to Help You Make the Most of Your 401(k)

Submitted by JMB Financial Managers on October 23rd, 2019

In spite of what you may have heard, employee-funded 401(k) plans will continue to be the main source of retirement savings for many Americans for years to come, despite falling victim to scandal and stock market volatility in the past. 

Since 401(k) plans are expected to be around for many years, we want to help you make the most of yours. Here are 8 tips to get you started.

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Understanding What Affects Your Risk Tolerance While Saving for Retirement

Submitted by JMB Financial Managers on September 17th, 2019

It is no surprise that any type of investing comes with some amount of risk. Understanding what affects your risk tolerance and how to manage it, especially when you’re saving for retirement, can help you be more successful in reaching your financial goals.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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