At JDS Wealth Strategies we are mindful of our client's needs and goals. Through times of prosperity and more important in times of despondency, we work to keep our clients informed, calm, and focused.
Use our website to better understand the fundamentals of investing, retirement income planning, college expense planning, long-term care insurance, and estate planning. It is our hope, that the website will help you see clearly the advantages and potential rewards of being proactive in your financial life.
Throughout our website, we will provide an abundant amount of information in the form of newsletter articles, calculators, and market reports. Most importantly, we expect you'll see the value of working with our firm.
Forward to prosperity,
Jason D. Spears
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.