Lee Investment Management, LLC
14-16 Masons Island Road, Suite 2A
Mystic,
CT
06355
Phone:
- 860-245-4442
E-mail:
Complimentary Financial Review
Sign up to receive a complimentary Financial Review so we can help you determine what strategies and options better meets your individual retirement goals.
Sign UpNewsletters
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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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there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.