Calculators

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

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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