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Investment Planners, Inc.

445 IL-121
Mt. Zion, IL 62549

Phone:

217-423-1313

E-mail:

jimm@investment-planners.com

Helping you plan and manage the second half of life.

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Jim Minton
25 Years' Experience
Integrity*Performance*Innovation
Are you retirement ready?
Start with the "Get Retirement Ready" video below

Ready to take the next step? Log into Right Capital planning to evaluate where you are at on your retirement journey or email Jim at jimm@investment-planners.com

There is never a fee until we agree it is mutually beneficial to work together.

Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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New Auto Loan Interest Deduction Explained

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.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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