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Open Enrollment Reminder & Employer-Sponsored Retirement Plans

JNBA-Open-Enrollment-Reminder

It’s that time of the year again – leaves are falling, air is getting chillier…and open enrollment season is upon us for the for the upcoming tax year! Open Enrollment is a good time to review your contributions to various employer plans to help ensure you are maximizing your contributions in an efficient way as […]

Dependent Children & 2021 Tax Credit

Child tax credit

The American Rescue Plan Act of 2021 revamped the dependent child tax credit in many ways. It allows for advanced payments of the child credit, raised the child credit amount, and increased the amount of the credit that is refundable. In 2021, families with dependent children who are claimed on their most recently filed tax […]