Gamble Jones

Client Memos

Jun 18, 2020
CARES Act: Part II

The CARES Act enacted earlier this year waived required minimum distributions (RMDs) from most retirement accounts for 2020 and created the Coronavirus-Related Distribution rules for…

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May 28, 2020
Pension Decisions: Lump-sum or Lifetime Annuity?

Preparing to retire or changing careers can be stressful; sometimes you don’t have a choice in the timing! During these transitions, you…

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May 14, 2020
Best Practices to Protect our Cyber Health

Since the onset of the Covid-19 pandemic, we have all been very mindful to protect our health.  It is also important to…

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Apr 30, 2020
CARES Act and Retirement Account Distributions

In response to the COVID-19 pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted on March 27th.  The sharp…

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Apr 9, 2020
Retirement Account Catch-Up Contributions

It is commonly believed that retirees spend less during retirement. If this is true, is the reduced spending a result of fewer…

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Mar 20, 2020
Gamble Jones response to “Stay at Home” order

Dear Valued Gamble Jones Client,Last night California Governor Gavin Newsom issued a statewide “Stay at Home” order that limits non-essential movement for…

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Feb 19, 2020
What You Should Know About the SECURE Act

Last December, the Senate approved the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, and it…

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Dec 4, 2019
529 Savings Plans

Student loan debt just passed the $1.6 trillion mark earlier this year, and education costs are expected to continue to increase much…

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Nov 12, 2019
What is a “Roth conversion”?

What is a “Roth conversion”? A “Roth conversion” is the action of converting pre-tax retirement assets (401(k), IRA, etc…) into Roth IRA…

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Oct 30, 2019
Gamble Jones Investment Counsel named to the CNBC Financial Advisor 100 list

It is with great pride that we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list. …

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