Tax Season Reminders
1099 Delivery Reminders Tax Returns JNBA requests your 2021 tax returns to provide well-rounded and accurate financial planning advice. If you did not sign a Tax Professional Authorization form, please send a copy of your 2021 tax return to your Advisory Team or upload your return to your JNBA Client Portal. IRA Contributions If you […]
Don’t Forget to Maximize 2021 Contributions
Most of us are now fully immersed in 2022 and are focused on the year ahead. However, as tax season approaches, it is a good time to look back at 2021 to ensure that you maximized your 2021 contributions and tax benefits from savings vehicles. Traditional IRAs: You have until the tax filing deadline (April […]
Have You Received Employee Stock Options?
If you work for a large public company or a brand-new startup, you may find yourself receiving at least some of your compensation in the form of stock and/or options grants. These benefits are meant to reward key employees, promote employee retention, and let employees share in a company’s success. The most common form of […]
Richard S. Brown Shares Benefits of Frequent Portfolio Reviews with Barron’s
Barron’s Advisor wrapped up 2021 by sharing “some of the most interesting things our subjects have had to say in recent months,” including a conversation with JNBA Chairman and CEO Richard S. Brown. In “Best Advisor Interviews: 10 Answers to Get You Thinking,” writer Steve Garmhausen asked Richard to explain JNBA’s “stepped-up rebalancing” approach of […]
New Year’s Resolutions for Your Financial Life
The first few weeks of a new year typically bring with it a list of goals or resolutions for the year ahead, often related to an individual’s health, family time, work/life balance, and financials. Below are some ideas for financial life goals or resolutions to consider in 2022. If you have questions or would like […]
The Value of an Advisor: 2021 Update
At JNBA, we’re confident that one of the major reasons our independent fee-only firm has thrived over the past four decades is the value we provide to our clients. We are dedicated to being our clients’ irreplaceable partners — since we started tracking in 2001, we’ve earned a 97% client retention rate. And we’re continually […]
The 2022 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 2022 calendar year. We have compiled the specifics here to help […]
Planning Opportunities Before Year-End
The start of the holiday season also marks the home stretch for year-end planning. Here are a few key items to consider prior to the end of 2021.
2021 Important Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are executed in time, TD Ameritrade deadlines are below. Please be aware that some deadlines are 2-3 weeks earlier than previous years. Required Minimum Distributions (RMDs): December 1 Roth IRA Conversions: December 1 Establishing a 2021 Qualified Retirement Plan (QRP): Plan sponsor’s tax filing deadline, plus extensions […]
Open Enrollment Reminder & Employer-Sponsored Retirement Plans
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 […]