Edward Jones-April Rasmussen

Edward Jones-April Rasmussen Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account option...
01/23/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might w...
12/06/2024

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to h...
11/25/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next ...
08/05/2024

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take l...
08/05/2024

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Understand how Social Security plays a role during this important time in your life.

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have ...
04/04/2024

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-fil...
02/22/2024

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2023 retirement contributions is April 15, 2024.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly ...
02/12/2024

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

Are you starting to save for a child's education? Here's a savings checklist that can help get you started.
02/05/2024

Are you starting to save for a child's education? Here's a savings checklist that can help get you started.

How to get started

Every year, Americans prepare for Tax Day but each day we can do our best to avoid tax scams. During Identify Theft Awar...
02/05/2024

Every year, Americans prepare for Tax Day but each day we can do our best to avoid tax scams. During Identify Theft Awareness week, take a moment to learn how to help stay on top of your taxes and combat scams.

Understand why managing your taxes is so important. From Edward Jones and EVERFI

Starting in 2024, Social Security monthly benefits will see a 3.2% increase. But do you have a plan for how to use these...
01/22/2024

Starting in 2024, Social Security monthly benefits will see a 3.2% increase. But do you have a plan for how to use these extra funds? Here are some suggestions to make the most of the 2024 Social Security COLA increase.

Social Security monthly benefits are increasing in 2024—do you have a plan for how to use these extra funds?

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financi...
01/16/2024

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

Ready to develop your financial goals? Give my branch a call today.

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