JMM Wealth Management will help you stay current with the constantly changing tax laws. By monitoring changes, we can assist you in making the best decisions possible for your family. We will work with you and your CPA to establish and implement the most tax-efficient strategies.

Discussions center around:

  • Roth Conversions
  • Stretch IRAs
  • Alternative Minimum Tax
  • Efficient Rollover of retirement plans into IRAs
  • Tax Loss Harvesting
  • Net Unrealized Gains(NUA)
  • Tax efficient income
  • Efficient Tax Rate Planning in Retirement