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January 2023 Newsletter

Stimulus Payments: Spending, Savings, or Both?

Americans put COVID-19 stimulus funds to a variety of uses.

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Three Stretch IRA Alternatives

The SECURE Act eliminated the stretch IRA strategy, but there are alternatives.

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A 529 Plan Can Help Jump-Start Your College Fund

A 529 savings plan can be instrumental in building a college fund.

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Tips for Safe Online Shopping

Here are some tips to help protect yourself when shopping online.

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529, Coverdell, or Custodial Account? How to Choose

tax-advantaged accounts available to help fund an education.

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Main Office
155 N. Riverview Dr. Anaheim Hills, CA 92808
Office Phone: (714) 912-1859, Email: jackbiedebach@jbgwm.com

Arizona Office
2580 Highway 95 STE 213N, Bullhead City AZ 86442

Office Phone: (928) 421-0705, Email: jackbiedebach@jbgwm.com

 

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