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HomeRetirement ServicesIRA – Roth & Traditional

IRA – Roth & Traditional

  • Traditional IRAs
  • How a Traditional IRA works
  • ROTH IRAs
  • How ROTH IRAs work
  • ROTH IRA conversion
  • Deductible IRA contribution for Traditional IRAs
  • Does it matter when you contribute to an IRA?
  • IRA historical limits
  • IRAs compared
  • IRA rollovers as a Qualified Plan conduit
  • IRA rollover v. lump-sum tax treatment
  • Tax-deferred growth in an IRA
  • The basics of Stretch IRAs
  • How a Stretch IRA works
  • How a Stretch IRA works Spousav and Separate IRA

 

Member Benefits

  • Free Benefits
  • Dental
  • Cancer
  • Critical Illness
  • Life Insurance
  • Accident
  • Identity Theft Protection

Retirement Services

  • Our Federal Planning Process
  • Federal Employee Benefit Analysis
  • Understanding FEGLI
  • Retirement Vs. Financial Planning
  • JM Federal Planning Tools & Resources

Contact JM Marketing

1.800.330.6223
[email protected]
410 Archibald, Kansas City, MO 64111

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NASCOE Member

When I had breast cancer JM Marketing was right there to help me file claims and answer questions about my cancer insurance.
NASCOE Member
I am overall very pleased with JM Marketing personnel and products and for always supporting FSA!
NASCOE Member
My experience is with the wellness benefit. Absolutely great – it helps make my husband go to the doctor!
NASCOE Member
When I had breast cancer JM Marketing was right there to help me file claims and answer questions about my cancer insurance.
NASCOE Member
I haven’t had to use my long-term insurance yet (Thank goodness!) but you offer it to me at a much reduced rate and with my being an insulin-dependent diabetic, I haven’t been able to get insurance elsewhere.
NASCOE Member
Courteous, and helpful in reminding about the future options we have. Willing to go the extra mile.
NASCOE Member
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