Jones Financial Talk

401k Rollover

– How to avoid an IRS penalty and full taxation
– The little-known weapon you can use
– A direct rollover may be your mistake-proof option
– How to ensure your account stays with you
– Why one move could be your last

Buffered Index Portfolio (BIP)

– When stock markets are volatile, downside protection matters.
– Balance an upside return cap with a pre-determined buffer against losses.
– Ask us about the opportunity to grow your money with reduced risk.

Roth IRA Conversion

– Future Taxations
– No required minimum distribution (RMD) for 2020
– The market experienced a downturn due to Covid-19