Glen L. Jackson, Financial Advisor, AIF®
Experienced, Qualified, Accountable
Glen L. Jackson, Financial Advisor, AIF®
Accredited Investment Fiduciary
Specializing in Serving Federal Employees
Washington,
DC
20708
Phone:
- 240-205-6949
Fax:
240-205-6949
E-mail:
Newsletters
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?