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Wealth Management Insights
When working with clients to help facilitate their charitable giving, questions usually fall into two broad categories: 1) How do I make sure that my giving is having the impact I want it to? and 2) How do I make sure I am receiving the maximum tax benefits for my giving? These are very different...
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Self-employed individuals inherently make a lot of decisions on a daily basis. One decision that can seem daunting but should not be overlooked is what type of retirement plan to utilize. As a self-employed individual, saving for retirement can be difficult. Lack of a steady income, higher health care costs, and everyday costs of running...
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At one point or another we’ve likely all heard that money doesn’t grow on trees. While a bit of a cliché, this colorful expression does hold some truth and succinctly describes the finite nature of our financial resources. Financial planning, for all of its complexities, is more or less concerned with maximizing the limited dollars...
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Buying a second home can be an alluring prospect. Before you decide to purchase one, there are several items to consider. These include the costs associated with owning a second home, the attributes of the home, its rental potential (if you plan to rent it out when you are not using the property), and the income...
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As the new administration hits the 100-day mark, lawmakers are considering multiple changes to the tax code for corporations, individuals, and families that could potentially impact everything from income tax brackets to capital gains tax rates. In our latest podcast, JNBA President Kim Brown talks with Christopher Mastley, an advisor and member of JNBA’s Financial...
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A new emergency relief package – the American Rescue Plan Act of 2021 – was signed into law on March 11, outlining payments to individuals and funding for federal programs. The law covers an enormous amount of ground, so to help break it down, JNBA has devoted its latest podcast to some of the key...
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Updated April 1, 2021 in response to additional IRS guidance On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools....
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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 Ameritrade. Please...
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Most savers are aware that an Individual Retirement Account (IRA) is a great way to begin setting aside savings for retirement but are often unsure if a Traditional IRA or a Roth IRA, the two most common IRAs, makes more sense for them. Contributions to a Traditional IRA are tax‑deductible (subject to certain limitations) and...
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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...
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Recent Posts

Video Discussion: 2021 Mid-Year Market Update
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Executive Corner
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Q2 2021 Economic and Market Update
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