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Name: JDS Wealth Strategies
Address: 629 Edinborough Drive, Columbus, MS, 39705, US
Telephone: 662-329-9777

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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

Newsletters

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

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