Tax Season Reminders

Updated April 1, 2021 in response to additional IRS guidance As we prepare for the upcoming tax season here are a few reminders. 1099 Delivery Reminders • All TD Ameritrade 1099s should be available online. • Realized gain/loss (cost basis) and IRA distribution details are included on your 1099 tax documents coming directly from TD… Read more »

Early Withdrawal Strategies

Retirement accounts can be powerful vehicles in helping you grow your nest egg as you plan for your future. Endowed with tax breaks and tax deferral, it is often an easy decision to contribute. That being said, retirement accounts are not so accommodating if you need access to your money sooner than planned. If you… Read more »

Podcast: New-Year Market Update

The new year is less than two weeks old, and it’s already brought with it major and unprecedented news – from the Georgia run-off election to the unrest in Washington, D.C. and the ongoing global pandemic. In our first podcast of 2021, recorded on January 11, JNBA Chairman and CEO Richard S. Brown and Director… Read more »

Podcast: 2020 Markets Review/2021 Preview

From the pandemic to a summer of civil unrest to the contentious election, we’re all keenly aware that 2020 has been a constant barrage of uncertainty and volatility. In our final podcast of the year, JNBA Chairman and CEO Richard Brown and Director of Investment Management David Webb take a look back at how those… Read more »

The 2021 Numbers to Know: IRA/Retirement Plan Contribution Changes, Medicare Premiums, and Social Security Cost of Living Adjustments

As a new year quickly approaches, now is a good time to review the upcoming changes across several areas that affect financial planning. IRA and retirement plan contribution limits, Medicare premiums, and Social Security cost of living adjustments are all experiencing changes for the 2021 calendar year. We have compiled the specifics here to help… Read more »

Year-End Tax Planning 2020

The start of the holiday season also marks the beginning of year-end planning at JNBA. Here are a few key planning items to consider prior to the end of 2020. Investment Portfolio Review The end of the year is a great time to look at your investment and retirement accounts to better understand how they… Read more »