Johnson Bender & Company

 

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Welcome to Johnson Bender & Company. We are a wealth management firm, located in Houston, Texas that offers a full spectrum of fee-based financial planning consulting services and products to fit your specific lifestyle, economic and business needs. Our experienced team will assist you in "bringing it all together" while working with your entire financial network to modify existing strategies or implement new ones.

With over 50 years of combined experience the Johnson Bender team will develop innovative financial programs to implement and monitor your financial resources that strive to meet the needs and objectives of you and your family.

As of December 31, 2011 Johnson Bender & Co. has approximately $268 million assets under management. We service approximately 220 households and proudly boast a 93% 3-year client retention rate.

Feel free to explore our website where you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.

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JBC News:

Look for JBC in the December 2011 issue of Forbes Magazine! Click Here to view the article.

 

To view our other awards and/or recognitions, please visit our Awards & Recognitions Page

Please bookmark our website as a favorite as we change our content regularly - offering you access to timely investment news, articles, and events. If you have any questions please contact us: info@johnsonbender.com or click here.

 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, MD, MO, NE, NM, NY, OK, PA, SC, TX, WA, WY. No offers may be made or accepted from any resident outside these states.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →