“Retirement Solutions for Life”
People entering retirement are facing new concerns. As healthcare is improving and life expectancies rise, you are likely to live longer during retirement than past generations. Unlike your parents who likely had their retirement funded mostly with guarantees made by their employers and the government, the assets you have accumulated may be your primary source of cash flow. We can partner with you to create a plan considering the level of assets needed to fund your vision of retirement, including likely income needs, potential tax implications, and risks that can stand in the way of realizing your vision. After taking a close look at your financial and tax situation, we can help point you in the right direction with a plan. Planning and implementing an investment program is one of the most important steps you can take for your future.
Jackson Financial Solutions was established in Baton Rouge in November of 1987, and has provided income tax and financial services to the community since that time. We offer a full range of knowledge, experience, and services to individuals in the areas of financial planning*, retirement planning, investment planning*, and income tax planning.
We offer a complimentary pre-retirement meeting to begin your retirement planning process. At this meeting, we will discuss your retirement financial goals and objectives, and how we can help you pursue those goals. Call us at (225) 774-1553 to request your personalized retirement income plan.
*These services are offered by Bonnie Jackson through her affiliation with HD Vest
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Gaining a better understanding of municipal bonds makes more sense than ever.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Currency has been around for a long time. Here’s a quick history lesson.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
You’ve made investments your whole life. Work with us to help make the most of them.