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 »

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 »


As we enter the back-to-school season, many families are trying to navigate decisions around distance learning, in-person learning, and a hybrid approach from kindergarten all the way through college. The JNBA Financial Planning Committee has provided some reminders for parents and students as you prepare for the upcoming school year.   Estate Planning Documents Once… Read more »