Kamar Plunkett

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

401(k) or IRA? We’ve got you covered. Choose from a variety of plans

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.

Should I max out my retirement accounts? (US|EN) Maxing out your retirement accounts seems like a no-brainer. The more you save, you the more you'll have in retirement. But before you do, consider your other priorities.www.edwardjones.com/us-en

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.

Being retired and understanding social security Understand how Social Security plays a role during this important time in your life.

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

Life doesn’t always go according to plan Prepare for the unexpected

Halloween's just around the corner. Attending a big costume party, taking kids trick-or-treating or planning a quiet night at home? Whatever your plans this year, download our mobile app so you can sign in to Online Access and check your progress from wherever you'll be.

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Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Saving for retirement now? Tips for getting started

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

Services to help your business thrive What to keep in mind.

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Do I need an estate plan? (US|EN) Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en

Does the idea of caring for an aging loved one overwhelm you? As our average lifespans keep going up, more people find themselves facing this challenge. Read these tips to help prepare for that possibility, and then let's chat about out how I can help you form a strategy.

A guide to caring for aging loved ones Use our checklist

I understand your life is a series of overlapping decisions. Let's talk about your priorities (and potential trade-offs) when it comes to saving for your child's education without sacrificing goals you want to achieve in retirement.

Saving for both retirement and college? Your financial advisor can help you balance your saving strategy to achieve both goals.

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

Retirement goes beyond just dollars View our list to prepare

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning: Here's how to start the conversation Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

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Racking your brain to figure out how to afford that family vacation you've always dreamed of taking? I can help you plan how to work toward achieving short-term financial goals, whether they include bucket-list trips, special occasions like weddings or big purchases like cars and homes.

Planning for short-term financial goals Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

How secure is Social Security? (US|EN) Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Family Conversations about Money Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.