IRA Account: Planning for Your Future (2024)

Footnote1

Deductibility may be limited if you (or your spouse, if you are married) are covered by a retirement plan at work and your income exceeds certain levels. Please refer to the IRS website for applicable limits: http://www.irs.gov/retirement-plans/ira-deduction-limits.

Footnote2

You cannot deduct contributions to a Roth IRA. Your Roth IRA contribution may be limited based on your filing status and income. Please refer to the IRS website for applicable limits: http://www.irs.gov/retirement-plans/ira-deduction-limits.

Footnote3

Qualified distribution is any payment or distribution from your Roth IRA that meets the following requirements: 1) It is made after the 5-year period beginning with the first taxable year for which a contribution was made to a Roth IRA set up for your benefit, and 2) The payment or distribution is: a) Made on or after the date you reach age 59½, b) Made because you are disabled, c) Made to a beneficiary or to your estate after your death, or d) One that meets the requirements listed for first home purchase up to a $10,000 lifetime limit. Please refer to IRS Publication 590-B for more information.

Footnote4

Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.

Footnote5

IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Footnote6

StockBrokers.com Annual Awards winners (Published 23 January 2024) are selected by StockBrokers.com’s editorial team, who evaluated the nominations based on measurable, data-driven criteria. Companies do not pay a fee to be considered for the awards. Study conducted between [September 2023 - November 2023]. For more information, visit https://www.stockbrokers.com/how-we-test.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review ourJ.P. Morgan Securities LLC Form CRS (PDF)andGuide to Investment Services and Brokerage Products.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Planning and investments

Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor virtually or in your Chase branch to build a personalized financial strategy based on what’s important to you, starting with a minimum investment of $25,000.

J.P. Morgan online investing

Easily research, trade and manage your investments online all conveniently on chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P.Morgan online investing offers, promotions, and coupons.

Investment Tools & Resources

Our calculators are here to help you analyze your numbers and ensure you're on the path to meeting your financial goals.

  • For a comparison of IRAs and which one aligns with you: IRA Calculator
  • Plan for your retirement: 401K/403b Calculator
  • Compare annuity payouts to create your desired strategy: Annuity Calculator
  • Understand how your retirement contributions may differ: IRA Eligibility Calculator

Retirement planning

Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Rollover your account from your previous employer and compare the benefits of Brokerage, Traditional IRA and Roth IRA accounts to decide which is right for you.Planning for retirement can start at any point in your life. Review our retirement guide on getting started, saving, and what to do once you have retired.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress.

The Know

Get relevant tips and viewpoints to help you make smart investment decisions, powered by the expertise of J.P.Morgan.

IRA Account: Planning for Your Future (2024)
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