Edward Jones - Financial Advisor: Shannon Ritzhaupt

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

Strategies to help delay or reduce RMDs (US|EN) During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

Two Medicare paths. One important choice. (US|EN) As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

Check progress toward your goals with Online Access and always know where you stand.

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Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

To see the power of long-term saving, enter the initial investment amount, an estimated rate of return and how long you plan to save. [EDJ2021]

Investment calculator: Realize the power of long-term savings Understand the potential for growth. Visualize the power of long-term saving and investing by using Edward Jones' investment calculator.

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Avoid Emotional Investing by Taking a Timeout Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4waAo63

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Annuities can help you plan for retirement – but what are they exactly? In this article, we go in-depth on annuities and how they could be a useful tool in your retirement planning toolkit.

What's an annuity? Let's talk through the details

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