Lee Investment Management, LLC
14-16 Masons Island Road, Suite 2A
Mystic,
CT
06355
Phone:
- 860-245-4442
E-mail:
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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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.
Calculators
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Impact of Inflation
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?