Lee Investment Management, LLC
14-16 Masons Island Road, Suite 2A
Mystic,
CT
06355
Phone:
- 860-245-4442
E-mail:
Complimentary Monthly E-Newsletter
Sign up for my Complimentary Monthly E-Newsletter so you can receive the most current information and learn how others are planning and investing for their retirement.
Subscribe HereNewsletters
-
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.
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.