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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

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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