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  • Jerry K. Ask Investment Services
    4800 N River Blvd NE Ste 100 Cedar Rapids, IA 52411 T: 319.395.9230 F: 319.395.9219 TF: 800.535.1295
    Map and Directions Map and Directions
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Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Read
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Read
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Watch Video
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Read
Financial resolutions for 2026
Start the new year right by reviewing and revamping your financial plan.
Family & Lifestyle
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity

HOW CAN WE HELP YOU? SCHEDULE A COMPLIMENTARY CONSULTATION.

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Jerry K. Ask Investment Services LogoJerry K. Ask Investment Services Logo
  • 4800 N River Blvd NE Ste 100 Cedar Rapids, IA 52411
  • 319.395.9230
  • 319.395.9219
  • 800.535.1295
  • Map & Directions
  • Map & Directions

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Jerry K. Ask Investment Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jerry K. Ask Investment Services is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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