Beau Williams - Financial Advisor at JPJ Investments

Beau Williams - Financial Advisor at JPJ Investments Independent Financial Advisor serving clients from all walks of life. Your trust is our most valuable asset!

06/02/2026

A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts cont...

06/01/2026

Find out how rising rates can affect you as a consumer and investor.

05/31/2026

Income shifting (also known as income splitting) may be defined as dividing income among taxpayers in a way that lowers the overall tax burden imposed on the income. Typically, income is shifted from higher bracket taxpayers to ones in lower tax brackets. Mathematically, you can describe the overall...

05/30/2026

In estate planning, life insurance is purchased for several reasons: (1) to provide cash to the insured's family for daily living expenses, (2) to provide cash for potential death taxes and estate expenses, and (3) to provide a shelter from income taxes (for beneficiaries), potential estate taxes, o...

05/29/2026

The federal government follows a complex transfer tax system. Transfer taxes come in three separate forms; gift tax, estate tax, and generation-skipping transfer (GST) tax. The purpose of the GST tax is to ensure a transfer tax is imposed at each generation's level. The GST tax acts as a supplementa...

05/28/2026

A defined contribution plan is a qualified employer-sponsored retirement plan that provides each participating employee with an individual plan account earmarked for the employee. Depending on the type of defined contribution plan, plan contributions may be made by (1) only the employer (e.g., a pro...

05/27/2026

The latest issue of Market Week is available.

05/26/2026

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

05/25/2026

What used to be a rite of passage may be yet another source of anxiety for today's teens.

05/24/2026

The latest issue of Market Week is available.

Address

Shreveport, LA
71105

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13182228999

Website

Alerts

Be the first to know and let us send you an email when Beau Williams - Financial Advisor at JPJ Investments posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category