Investment Planners, Inc.

445 IL-121
Mt. Zion, IL 62549

Phone:

217-423-1313

E-mail:

Helping you plan and manage the second half of life.

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.

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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