JRM Tax & Wealth Management, LLC

10/07/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/07/2026

What is blockchain, and why does it matter?

10/05/2026

Although income is usually taxable, there are a number of vehicles that can produce tax-free income. Examples of tax-free income can include:

10/02/2026

A new 1% interest rate reduction on federal student loans is now available to borrowers enrolled in auto pay.

09/30/2026

While ghost tapping sounds like something outof a scary movie, it's a scam that can have real consequences.

09/28/2026

If you have more income than you need and are searching for ways to minimize your taxes, you might consider gifting unneeded income-producing assets to relatives in lower tax brackets. This strategy usually lowers overall taxes and can remove some interest, dividends, and capital gains from your por...

09/25/2026

Because convertible bonds behave like both a stock and a bond, investors have developed strategies for deciding when and whether to convert the bond into shares of stock.

09/23/2026

Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

09/21/2026

Equalizing the taxable estates refers to methods of arranging the estates of spouses in a way that will result in the least total amount of estate tax liability. Here is the underlying premise: federal estate tax rates are progressive (i.e., the tax rate increases with the size of the estate). Thus,...

09/18/2026

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