Client resources & news
December 21, 2020

Happy holidays! Whether you've just finished celebrating Hanukkah, are busy with new Christmas traditions, or are gearing up for the new year, we wish you and your families all the best!

As we reflect on 2020, the phrase that comes to mind is "hindsight is 20/20". You, like us, might be pining for a year that didn't live up to expectations. But rather than focus on the negative aspects of 2020, let's look ahead to 2021. We anticipate 2021 as a year of renewed joy and appreciation as our lives begin returning to normal.

The little things in life have taken on new importanceplaytime with grandkids (Bob), celebrating a goal with teammates (Scott), savoring a latte with friends (Kate). At this point, we think we'd even welcome the back pain accompanying too much roughhousing (Bob), the crush of a losing game (Scott), or a coffee-stained blouse on the way into work (Kate).

Again, we wish you all the best! As always, please reach out to us if you have any questions or concerns.

Cheers to 2021!
& the entire team at Blattel & Associates
Market Update
Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill. Read more about last week's market and economy news.
Contributions to IRAs & Roth IRAs
In 2020, you can contribute a maximum of $6,000, or $7,000 if you are age 50 or over. Remember, you have to have taxable income to contribute to an IRA, but if you are married and filing jointly, you can each make contributions even if only one of you is working. Speak to a tax advisor to learn about how your deductions will be affected by an employer-sponsored retirement plan. 

Roth Conversions
Please note that those clients who complete a Roth conversion during the last quarter of 2020 may need to report their taxable income and/or pay estimated taxes in January. We suggest that you contact your accountant regarding your specific situation. Blattel & Associates does not render legal, accounting, or tax advice. 

Allow for Extra Time
Please remember that the holiday season will affect timing on withdrawals and other transactions. Please allow for extra time to process your requests from now until the end of the year. Also, be aware that there are typically deadlines ahead of December 31 for certain activities to be reported for the 2020 tax year. 
Holly Jolly Movies

Check out Bob's Movie Corner for some under-appreciated holiday films. Read my full article & we can argue later about whether or not some of these "count" as holiday films. Grab you hot cocoa & enjoy!
Christmas Thyme Recipes

Want to get more holiday recipe ideas? View our team's full list of favorite eats to get ideas for celebrating all day long!
Holiday Hours

Our offices will be closed and staff will be unavailable:

December 24
December 25
January 1
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