Lee Investment Management, LLC
14-16 Masons Island Road, Suite 2A
Mystic,
CT
06355
Phone:
- 860-245-4442
E-mail:
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?