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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

Strategies for Taking RMDs

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

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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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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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