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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

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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