JMI Financial Group

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

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