Lee Investment Management

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.